Coston McIsaac & Partners’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 | $23K | Hold |
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|
2025
Q1 | $24K | Sell |
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|
2024
Q4 | $31K | Hold |
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|
2024
Q3 | $36 | Buy |
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|
2024
Q2 | $37K | Buy |
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|
2024
Q1 | $32K | Hold |
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|
2023
Q4 | $26K | Hold |
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|
2023
Q3 | $24K | Hold |
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|
2023
Q2 | $19K | Sell |
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|
2023
Q1 | $22K | Buy |
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|
2022
Q4 | $20 | Hold |
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|
2022
Q3 | $16K | Hold |
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|
2022
Q2 | $16K | Buy |
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