Clifford Group’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 | $362K | Sell |
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|
2025
Q1 | $419K | Sell |
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|
2024
Q4 | $460K | Sell |
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|
2024
Q3 | $566K | Buy |
|
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|
2024
Q2 | $574K | Sell |
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|
2024
Q1 | $670K | Sell |
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|
2023
Q4 | $593K | Sell |
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|
2023
Q3 | $536K | Sell |
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|
2023
Q2 | $493K | Buy |
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|
2023
Q1 | $387K | Buy |
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|
2022
Q4 | $358K | Buy |
|