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 |
|