Atlas Private Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.31M | Buy |
|
|||||
|
2023
Q4 | $1.66M | Buy |
|
|||||
|
2023
Q3 | $1.45M | Buy |
|
|||||
|
2023
Q2 | $1.12M | Buy |
|
|||||
|
2023
Q1 | $1M | Buy |
|
|||||
|
2022
Q4 | $956K | Buy |
|
|||||
|
2022
Q3 | $652K | Buy |
|
|||||
|
2022
Q2 | $545K | Sell |
|
|||||
|
2022
Q1 | $579K | Buy |
|
|||||
|
2021
Q4 | $430K | Sell |
|
|||||
|
2021
Q3 | $431K | Buy |
|
|||||
|
2021
Q2 | $408K | Buy |
|
|||||
|
2021
Q1 | $319K | Buy |
|
|||||
|
2020
Q4 | $245K | Buy |
|
|||||
|
2020
Q3 | $171K | Buy |
|
|||||
|
2020
Q2 | $179K | Buy |
|
|||||
|
2020
Q1 | $133K | Buy |
|
|||||
|
2019
Q4 | $261K | Buy |
|