B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.59K | Buy |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $1.15M | Buy |
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|
2021
Q2 | $508K | Sell |
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|
2021
Q1 | $506K | Sell |
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|
2020
Q4 | $485K | Hold |
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|
2020
Q3 | $359K | Sell |
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|
2020
Q2 | $1.12M | Buy |
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|
2020
Q1 | $575K | Buy |
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|
2019
Q4 | $278K | Sell |
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|
2019
Q3 | $270K | Buy |
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|
2019
Q2 | $245 | Buy |
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|
2019
Q1 | $228K | Sell |
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|
2018
Q4 | $242K | Buy |
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|
2018
Q3 | $291K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $187K | Buy |
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|
2015
Q1 | $182K | Sell |
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|
2014
Q4 | $183K | Sell |
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|
2014
Q3 | $214K | Sell |
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|
2014
Q2 | $253K | Buy |
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|
2014
Q1 | $236K | Buy |
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