Bison Wealth’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $288K | Sell |
|
|||||
|
2024
Q3 | $992K | Sell |
|
|||||
|
2024
Q2 | $1.29M | Hold |
|
|||||
|
2024
Q1 | $1.29M | Sell |
|
|||||
|
2023
Q4 | $1.09M | Buy |
|
|||||
|
2023
Q3 | $738K | Buy |
|
|||||
|
2023
Q2 | $277K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $320K | Sell |
|
|||||
|
2019
Q3 | $296K | Sell |
|
|||||
|
2019
Q2 | $296K | Sell |
|
|||||
|
2019
Q1 | $329K | Buy |
|
|||||
|
2018
Q4 | $294K | Buy |
|
|||||
|
2018
Q3 | $331K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $232K | Sell |
|
|||||
|
2015
Q4 | $557K | Buy |
|
|||||
|
2015
Q3 | $510K | Sell |
|
|||||
|
2015
Q2 | $620K | Sell |
|
|||||
|
2015
Q1 | $653K | Buy |
|
|||||
|
2014
Q4 | $570K | Buy |
|