Congress Park Capital’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $208K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $282K | Sell |
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|
2021
Q3 | $360K | Sell |
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|
2021
Q2 | $484K | Sell |
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|
2021
Q1 | $501K | Hold |
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|
2020
Q4 | $429K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $209K | Sell |
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|
2019
Q4 | $439K | Hold |
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|
2019
Q3 | $403K | Sell |
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|
2019
Q2 | $413K | Sell |
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|
2019
Q1 | $394K | Buy |
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|
2018
Q4 | $357K | Buy |
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|
2018
Q3 | $467K | Buy |
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|
2018
Q2 | $465K | Buy |
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|
2018
Q1 | $397K | Sell |
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|
2017
Q4 | $464K | Buy |
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