Connecticut 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
Q3 | $616K | Hold |
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|
2025
Q2 | $540K | Sell |
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|
2025
Q1 | $560K | Sell |
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|
2024
Q4 | $520K | Sell |
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|
2024
Q3 | $915K | Sell |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $952K | Sell |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $869K | Sell |
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|
2023
Q1 | $938K | Buy |
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|
2022
Q4 | $948K | Sell |
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|
2022
Q3 | $856K | Sell |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.21M | Hold |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $991K | Buy |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.2M | Hold |
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|
2020
Q4 | $1.03M | Sell |
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|
2020
Q3 | $935K | Buy |
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|
2020
Q2 | $1.26M | Buy |
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|
2020
Q1 | $791K | Hold |
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|
2019
Q4 | $1.64M | Sell |
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|
2019
Q3 | $1.6M | Buy |
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|
2019
Q2 | $1.45M | Buy |
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