Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $71.1K | Buy |
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|
2024
Q3 | $81.6K | Hold |
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|
2024
Q2 | $87.7K | Hold |
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|
2024
Q1 | $101K | Buy |
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|
2023
Q4 | $48.3K | Hold |
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|
2023
Q3 | $43.6K | Hold |
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|
2023
Q2 | $34.6K | Hold |
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|
2023
Q1 | $36.8K | Sell |
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|
2022
Q4 | $43.2K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $7K | Buy |
|