Axxcess 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Sell |
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|
2025
Q1 | $852K | Buy |
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|
2024
Q4 | $783K | Sell |
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|
2024
Q3 | $909K | Sell |
|
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|
2024
Q2 | $1.3M | Sell |
|
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|
2024
Q1 | $1.99M | Buy |
|
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.57M | Buy |
|
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|
2023
Q2 | $345K | Sell |
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|
2023
Q1 | $376K | Sell |
|
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|
2022
Q4 | $399K | Sell |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $243K | Sell |
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|
2022
Q1 | $267K | Buy |
|