Center for Financial Planning’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 | $7.75K | Hold |
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|
2025
Q2 | $6.8K | Hold |
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|
2025
Q1 | $7.04K | Hold |
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|
2024
Q4 | $6.5K | Hold |
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|
2024
Q3 | $7.49K | Hold |
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|
2024
Q2 | $8.05K | Hold |
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|
2024
Q1 | $9.31K | Buy |
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|
2023
Q4 | $932 | Hold |
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|
2023
Q3 | $842 | Hold |
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|
2023
Q2 | $668 | Hold |
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|
2023
Q1 | $710 | Hold |
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|
2022
Q4 | $729 | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $0 | Hold |
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|
2020
Q3 | $0 | Hold |
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|
2020
Q2 | $1K | Sell |
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|
2020
Q1 | $132K | Hold |
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|
2019
Q4 | $274K | Buy |
|