Concord 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 | $22.4K | Sell |
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|
2025
Q1 | $23.6K | Sell |
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|
2024
Q4 | $55.9K | Sell |
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|
2024
Q3 | $70.5K | Sell |
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|
2024
Q2 | $77.3K | Buy |
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|
2024
Q1 | $87.4K | Sell |
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|
2023
Q4 | $91.7K | Sell |
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|
2023
Q3 | $86.8K | Sell |
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|
2023
Q2 | $669K | Buy |
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|
2023
Q1 | $391K | Buy |
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|
2022
Q4 | $78.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $75K | Buy |
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|
2022
Q1 | $76K | Sell |
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|
2021
Q4 | $65K | Buy |
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|
2021
Q3 | $39K | Sell |
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|
2021
Q2 | $78K | Buy |
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|
2021
Q1 | $48K | Buy |
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|
2020
Q4 | $37K | Buy |
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