Cornerstone 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 | $995K | Buy |
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|
2025
Q2 | $832K | Sell |
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|
2025
Q1 | $866K | Buy |
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|
2024
Q4 | $798K | Buy |
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|
2024
Q3 | $830K | Sell |
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|
2024
Q2 | $896K | Sell |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $865K | Buy |
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|
2023
Q3 | $770K | Sell |
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|
2023
Q2 | $615K | Buy |
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|
2023
Q1 | $639K | Buy |
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|
2022
Q3 | $497K | Buy |
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|
2022
Q2 | $485K | Buy |
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|
2022
Q1 | $493K | Sell |
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|
2021
Q4 | $429K | Buy |
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|
2021
Q3 | $409K | Buy |
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|
2021
Q2 | $493K | Buy |
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|
2021
Q1 | $377K | Sell |
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|
2020
Q4 | $363K | Sell |
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|
2020
Q3 | $299K | Sell |
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|
2020
Q2 | $438K | Buy |
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|
2020
Q1 | $300K | Buy |
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|
2019
Q4 | $592K | Sell |
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|
2019
Q3 | $582K | Sell |
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|
2019
Q2 | $552K | Sell |
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|
2019
Q1 | $1.32M | Buy |
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|
2018
Q4 | $508K | Sell |
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|
2018
Q3 | $6.23M | Sell |
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|
2018
Q2 | $8.02M | Buy |
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|
2018
Q1 | $744K | Buy |
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|
2017
Q4 | $670K | Buy |
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|
2017
Q3 | $579K | Buy |
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|
2017
Q2 | $498K | Buy |
|
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|
2017
Q1 | $442K | Sell |
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|
2016
Q4 | $547K | Buy |
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|
2016
Q3 | $499K | Buy |
|