BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $472K | Sell |
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|
2023
Q1 | $629K | Sell |
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|
2022
Q4 | $670K | Sell |
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|
2022
Q3 | $618K | Sell |
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|
2022
Q2 | $680K | Sell |
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|
2022
Q1 | $734K | Buy |
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|
2021
Q4 | $602K | Sell |
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|
2021
Q3 | $604K | Buy |
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|
2021
Q2 | $617K | Sell |
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|
2021
Q1 | $589K | Sell |
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|
2020
Q4 | $506K | Buy |
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|
2020
Q3 | $368K | Buy |
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|
2020
Q2 | $404K | Buy |
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|
2020
Q1 | $298K | Buy |
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|
2019
Q4 | $601K | Buy |
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|
2019
Q3 | $546K | Sell |
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|
2019
Q2 | $539K | Sell |
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|
2019
Q1 | $549K | Buy |
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|
2018
Q4 | $236K | Sell |
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|
2018
Q3 | $324K | Sell |
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|
2018
Q2 | $350K | Sell |
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|
2018
Q1 | $309K | Sell |
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|
2017
Q4 | $1.24M | Buy |
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|
2017
Q3 | $1.11M | Buy |
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|
2017
Q2 | $986K | Buy |
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|
2017
Q1 | $943K | Buy |
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|
2016
Q4 | $1.02M | Buy |
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|
2016
Q3 | $793K | Buy |
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|
2016
Q2 | $724K | Buy |
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|
2016
Q1 | $688K | Buy |
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