Cornerstone Wealth Group’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 | $606K | Buy |
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|
2025
Q1 | $612K | Buy |
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|
2024
Q4 | $555K | Buy |
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|
2024
Q3 | $625K | Buy |
|
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|
2024
Q2 | $669K | Buy |
|
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|
2024
Q1 | $772K | Buy |
|
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|
2023
Q4 | $301K | Buy |
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|
2023
Q3 | $260K | Hold |
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|
2023
Q2 | $207K | Sell |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $232K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.9M | Buy |
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|
2021
Q1 | $3.08M | Sell |
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|
2020
Q4 | $2.85M | Buy |
|