Bradley & Co Private Wealth Management’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.25K Hold
44
﹤0.01% 141
2025
Q1
$5.43K Hold
44
﹤0.01% 134
2024
Q4
$5.01K Buy
+44
New +$5.01K ﹤0.01% 139
2024
Q2
$6.21K Hold
44
﹤0.01% 127
2024
Q1
$7.19K Hold
44
0.01% 127
2023
Q4
$5.86K Hold
44
0.01% 142
2023
Q3
$5.29K Hold
44
0.01% 130
2023
Q2
$4.2K Hold
44
﹤0.01% 137
2023
Q1
$4.46K Hold
44
﹤0.01% 136
2022
Q4
$4.58K Hold
44
0.01% 136
2022
Q3
$4K Hold
44
﹤0.01% 150
2022
Q2
$4K Buy
+44
New +$4K ﹤0.01% 155