Corient Private Wealth’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 | $91.6M | Sell |
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|
2025
Q1 | $111M | Sell |
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|
2024
Q4 | $107M | Sell |
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|
2024
Q3 | $130M | Buy |
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|
2024
Q2 | $123M | Buy |
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|
2024
Q1 | $133M | Buy |
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|
2023
Q4 | $107M | Buy |
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|
2023
Q3 | $93M | Buy |
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|
2023
Q2 | $71.8M | Buy |
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|
2023
Q1 | $28.1M | Buy |
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|
2022
Q4 | $13.3M | Buy |
|