Carolinas Wealth Consulting’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 | – | Sell |
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|
2025
Q1 | $162K | Buy |
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|
2024
Q4 | $149K | Buy |
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|
2024
Q3 | $172K | Buy |
|
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|
2024
Q2 | $183K | Sell |
|
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|
2024
Q1 | $212K | Buy |
|
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|
2023
Q4 | $172K | Sell |
|
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|
2023
Q3 | $149K | Sell |
|
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|
2023
Q2 | $135K | Sell |
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|
2023
Q1 | $151K | Buy |
|
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|
2022
Q4 | $153K | Buy |
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|
2022
Q3 | $92K | Buy |
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|
2022
Q2 | $85K | Sell |
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|
2022
Q1 | $108K | Sell |
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|
2021
Q4 | $105K | Buy |
|
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|
2021
Q3 | $101K | Buy |
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|
2021
Q2 | $110K | Buy |
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|
2021
Q1 | $104K | Buy |
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|
2020
Q4 | $80K | Sell |
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|
2020
Q3 | $67K | Buy |
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|
2020
Q2 | $84K | Buy |
|