Brown, Lisle/Cummings’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 | $98.6K | Hold |
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|
2025
Q2 | $86.5K | Buy |
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|
2025
Q1 | $89.4K | Buy |
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|
2024
Q4 | $82K | Buy |
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|
2024
Q3 | $36.1K | Hold |
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|
2024
Q2 | $38.8K | Hold |
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|
2024
Q1 | $44.9K | Hold |
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|
2023
Q4 | $36.6K | Hold |
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|
2023
Q3 | $33K | Hold |
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|
2023
Q2 | $26.2K | Hold |
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|
2023
Q1 | $27.9K | Hold |
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|
2022
Q4 | $28.6K | Sell |
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|
2022
Q3 | $22.4K | Hold |
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|
2022
Q2 | $22.8K | Hold |
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|
2022
Q1 | $24K | Sell |
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|
2021
Q4 | $38.3K | Buy |
|