Beacon Capital Management LLC (Tennessee)’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
Q3 | – | Sell |
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|
2025
Q2 | $104K | Buy |
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|
2025
Q1 | $103K | Buy |
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|
2024
Q4 | $94.6K | Buy |
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|
2024
Q3 | $96.1K | Buy |
|
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|
2024
Q2 | $68.5K | Sell |
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|
2024
Q1 | $83.1K | Buy |
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|
2023
Q4 | $34.8K | Hold |
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|
2023
Q3 | $27.7K | Hold |
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|
2023
Q2 | $27.7K | Sell |
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|
2023
Q1 | $32.3K | Hold |
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|
2022
Q4 | $33.2K | Sell |
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|
2022
Q3 | $63K | Hold |
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|
2022
Q2 | $68K | Hold |
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|
2022
Q1 | $68K | Buy |
|