Baldwin Wealth Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $684K | Buy |
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|
2024
Q2 | $271K | Hold |
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|
2024
Q1 | $313K | Sell |
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|
2023
Q4 | $274K | Sell |
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|
2023
Q3 | $257K | Hold |
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|
2023
Q2 | $204K | Hold |
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|
2023
Q1 | $217K | Hold |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $12K | Hold |
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|
2021
Q1 | $11K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $14K | Sell |
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|
2018
Q4 | $337K | Hold |
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|
2018
Q3 | $441K | Buy |
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|
2018
Q2 | $423K | Sell |
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|
2018
Q1 | $375K | Buy |
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|
2017
Q4 | $381K | Hold |
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|
2017
Q3 | $345K | Sell |
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|
2017
Q2 | $322K | Sell |
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|
2017
Q1 | $328K | Hold |
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|
2016
Q4 | $358K | Hold |
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|
2016
Q3 | $333K | Sell |
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|
2016
Q2 | $488K | Buy |
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|
2016
Q1 | $502K | Buy |
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|
2015
Q4 | $451K | Buy |
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|
2015
Q3 | $317K | Hold |
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|
2015
Q2 | $332K | Hold |
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|
2015
Q1 | $324K | Sell |
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|
2014
Q4 | $306K | Hold |
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|
2014
Q3 | $348K | Hold |
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|
2014
Q2 | $344K | Sell |
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|
2014
Q1 | $355K | Hold |
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|
2013
Q4 | $355K | Sell |
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|
2013
Q3 | $286K | Sell |
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|
2013
Q2 | $326K | Buy |
|