BNC 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 | $224K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $204K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $217K | Sell |
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|
2024
Q2 | $4.52M | Buy |
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|
2024
Q1 | $4.88M | Buy |
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|
2023
Q4 | $3.88M | Sell |
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|
2023
Q3 | $3.5M | Buy |
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|
2023
Q2 | $2.77M | Buy |
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|
2023
Q1 | $2.08M | Buy |
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|
2022
Q4 | $2.1M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.35M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $61K | Buy |
|