Brooks Moore & Associates’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
Q2 | $247K | Sell |
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|
2025
Q1 | $257K | Hold |
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|
2024
Q4 | $238K | Sell |
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|
2024
Q3 | $287K | Hold |
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|
2024
Q2 | $308K | Hold |
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|
2024
Q1 | $357K | Hold |
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|
2023
Q4 | $291K | Hold |
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|
2023
Q3 | $263K | Hold |
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|
2023
Q2 | $208K | Hold |
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|
2023
Q1 | $222K | Sell |
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|
2022
Q4 | $253K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $207K | Buy |
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