Confluence Wealth Services’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 | $788K | Buy |
|
|||||
|
2025
Q1 | $677K | Sell |
|
|||||
|
2024
Q4 | $827K | Buy |
|
|||||
|
2024
Q3 | $871K | Sell |
|
|||||
|
2024
Q2 | $938K | Buy |
|
|||||
|
2024
Q1 | $1.05M | Hold |
|
|||||
|
2023
Q4 | $853K | Hold |
|
|||||
|
2023
Q3 | $770K | Sell |
|
|||||
|
2023
Q2 | $622K | Buy |
|
|||||
|
2023
Q1 | $623K | Buy |
|
|||||
|
2022
Q4 | $640K | Buy |
|
|||||
|
2022
Q3 | $496K | Sell |
|
|||||
|
2022
Q2 | $731K | Buy |
|
|||||
|
2022
Q1 | $695K | Sell |
|
|||||
|
2021
Q4 | $1.03M | Buy |
|