Bogart Wealth LLC’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 | $16.6K | Sell |
|
|||||
|
2025
Q2 | $26.2K | Sell |
|
|||||
|
2025
Q1 | $31.1K | Buy |
|
|||||
|
2024
Q4 | $25.1K | Buy |
|
|||||
|
2024
Q3 | $13.1K | Buy |
|
|||||
|
2024
Q2 | $9.18K | Hold |
|
|||||
|
2024
Q1 | $10.6K | Hold |
|
|||||
|
2023
Q4 | $8.65K | Hold |
|
|||||
|
2023
Q3 | $7.81K | Sell |
|
|||||
|
2023
Q2 | $6.29K | Buy |
|
|||||
|
2023
Q1 | $101 | Sell |
|
|||||
|
2022
Q4 | $5.31K | Sell |
|
|||||
|
2022
Q3 | $10K | Buy |
|
|||||
|
2022
Q2 | $4K | Buy |
|
|||||
|
2022
Q1 | $0 | Sell |
|
|||||
|
2021
Q4 | $1K | Hold |
|
|||||
|
2021
Q3 | $1K | Sell |
|
|||||
|
2021
Q2 | $13K | Hold |
|
|||||
|
2021
Q1 | $13K | Buy |
|
|||||
|
2020
Q4 | $1K | Buy |
|
|||||
|
2020
Q3 | $0 | Hold |
|
|||||
|
2020
Q2 | $0 | Hold |
|
|||||
|
2020
Q1 | $0 | Sell |
|
|||||
|
2019
Q4 | $0 | Hold |
|
|||||
|
2019
Q3 | $0 | Hold |
|
|||||
|
2019
Q2 | $0 | Sell |
|
|||||
|
2019
Q1 | $0 | Sell |
|
|||||
|
2018
Q4 | $3K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $3K | Hold |
|
|||||
|
2018
Q1 | $3K | Hold |
|
|||||
|
2017
Q4 | $4K | Hold |
|
|||||
|
2017
Q3 | $3K | Buy |
|