Brandywine Oak Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $443K | Buy |
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|
2025
Q2 | $388K | Sell |
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|
2025
Q1 | $421K | Sell |
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|
2024
Q4 | $411K | Sell |
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|
2024
Q3 | $524K | Buy |
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|
2024
Q2 | $527K | Sell |
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|
2024
Q1 | $611K | Buy |
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|
2023
Q4 | $498K | Sell |
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|
2023
Q3 | $450K | Sell |
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|
2023
Q2 | $373K | Sell |
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|
2023
Q1 | $407K | Sell |
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|
2022
Q4 | $427K | Sell |
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|
2022
Q3 | $417K | Sell |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $448K | Sell |
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|
2021
Q4 | $382K | Sell |
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|
2021
Q3 | $375K | Sell |
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|
2021
Q2 | $517K | Buy |
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|
2021
Q1 | $446K | Buy |
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|
2020
Q4 | $381K | Sell |
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|
2020
Q3 | $287K | Sell |
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|
2020
Q2 | $452K | Buy |
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|
2020
Q1 | $300K | Sell |
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|
2019
Q4 | $626K | Sell |
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|
2019
Q3 | $590K | Buy |
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|
2019
Q2 | $495K | Buy |
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|
2019
Q1 | $454K | Sell |
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|
2018
Q4 | $450K | Buy |
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