CarsonAllaria Wealth Management’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 | $210K | Sell |
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|
2025
Q2 | $235K | Sell |
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|
2025
Q1 | $284K | Buy |
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|
2024
Q4 | $146K | Buy |
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|
2024
Q3 | $168K | Buy |
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|
2024
Q2 | $83.7K | Buy |
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|
2024
Q1 | $96.1K | Buy |
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|
2023
Q4 | $77.8K | Buy |
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|
2023
Q3 | $69.6K | Sell |
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|
2023
Q2 | $98.7K | Buy |
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|
2023
Q1 | $63.3K | Buy |
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|
2022
Q4 | $64K | Buy |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $4K | Buy |
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|
2021
Q4 | $4K | Buy |
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