Bellwether Advisors’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 | $39.3K | Hold |
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|
2025
Q1 | $40.6K | Hold |
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|
2024
Q4 | $37.5K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $33.4K | Hold |
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|
2022
Q4 | $34.2K | Sell |
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|
2022
Q3 | $27K | Buy |
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|
2022
Q2 | $26K | Hold |
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|
2022
Q1 | $28K | Sell |
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|
2021
Q4 | $90K | Hold |
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|
2021
Q3 | $87K | Hold |
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|
2021
Q2 | $107K | Hold |
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|
2021
Q1 | $101K | Sell |
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|
2020
Q4 | $148K | Buy |
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