Atria Wealth Solutions’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
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|
2025
Q1 | $3.44M | Buy |
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|
2024
Q4 | $2.95M | Sell |
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|
2024
Q3 | $3.52M | Sell |
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|
2024
Q2 | $4.02M | Sell |
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|
2024
Q1 | $5.61M | Sell |
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|
2023
Q4 | $5.12M | Buy |
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|
2023
Q3 | $4.32M | Buy |
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|
2023
Q2 | $3.34M | Sell |
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|
2023
Q1 | $3.64M | Sell |
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|
2022
Q4 | $5.25M | Buy |
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|
2022
Q3 | $2.83M | Buy |
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|
2022
Q2 | $2.04M | Sell |
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|
2022
Q1 | $2.6M | Buy |
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