Compass Wealth Management’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 | $4.68M | Buy |
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|
2025
Q1 | $2.55M | Buy |
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|
2024
Q4 | $178K | Hold |
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|
2024
Q3 | $205K | Hold |
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|
2024
Q2 | $220K | Hold |
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|
2024
Q1 | $255K | Hold |
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|
2023
Q4 | $208K | Sell |
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|
2023
Q3 | $191K | Buy |
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|
2023
Q2 | $141K | Sell |
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|
2023
Q1 | $155K | Hold |
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|
2022
Q4 | $159K | Buy |
|