CFM Wealth Partners’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 | $1.27M | Buy |
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|
2025
Q1 | $1.31M | Sell |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $3.13M | Buy |
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|
2024
Q1 | $3.62M | Sell |
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|
2023
Q4 | $3.4M | Buy |
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|
2023
Q3 | $3.07M | Sell |
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|
2023
Q2 | $2.61M | Buy |
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|
2023
Q1 | $2.77M | Buy |
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|
2022
Q4 | $2.85M | Buy |
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|
2022
Q3 | $2.21M | Buy |
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|
2022
Q2 | $2.24M | Sell |
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|
2022
Q1 | $2.4M | Buy |
|
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|
2021
Q4 | $1.27M | Sell |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.46M | Sell |
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|
2021
Q1 | $1.43M | Buy |
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|
2020
Q4 | $1.23M | Sell |
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|
2020
Q3 | $950K | Hold |
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|
2020
Q2 | $1.32M | Hold |
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|
2020
Q1 | $984K | Hold |
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|
2019
Q4 | $1.9M | Buy |
|