Cerro Pacific Wealth Advisors’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 | $957K | Sell |
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|
2025
Q1 | $985K | Buy |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $1.17M | Hold |
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|
2024
Q2 | $1.17M | Buy |
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|
2023
Q1 | $774K | Buy |
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|
2022
Q4 | $696K | Sell |
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|
2022
Q3 | $541K | Buy |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $373K | Buy |
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|
2021
Q4 | $307K | Sell |
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|
2021
Q3 | $317K | Sell |
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|
2021
Q2 | $552K | Buy |
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|
2020
Q4 | $640K | Buy |
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