Cetera Trust Company’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Buy |
193
+163
| +543% | +$19.4K | 0.01% | 245 |
|
|
2025
Q1 | $3.7K | Hold |
30
| – | – | ﹤0.01% | 364 |
|
|
2024
Q4 | $3.42K | Hold |
30
| – | – | ﹤0.01% | 378 |
|
|
2024
Q3 | $3.94K | Hold |
30
| – | – | ﹤0.01% | 382 |
|
|
2024
Q2 | $4.24K | Hold |
30
| – | – | ﹤0.01% | 379 |
|
|
2024
Q1 | $4.9K | Hold |
30
| – | – | ﹤0.01% | 376 |
|
|
2023
Q4 | $3.99K | Buy |
+30
| New | +$3.99K | ﹤0.01% | 389 |
|