Beaird Harris 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
Q3 | $101K | Buy |
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|
2025
Q2 | $87.6K | Hold |
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|
2025
Q1 | $90.6K | Sell |
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|
2024
Q4 | $84.7K | Buy |
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|
2024
Q3 | $96.5K | Sell |
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|
2024
Q2 | $516K | Sell |
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|
2024
Q1 | $598K | Hold |
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|
2023
Q4 | $488K | Buy |
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|
2023
Q3 | $440K | Hold |
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|
2023
Q2 | $349K | Sell |
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|
2023
Q1 | $371K | Hold |
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|
2022
Q4 | $381K | Hold |
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|
2022
Q3 | $295K | Buy |
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|
2022
Q2 | $60K | Sell |
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|
2022
Q1 | $316K | Hold |
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|
2021
Q4 | $265K | Buy |
|