COWA LLC’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 | $936K | Sell |
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|
2025
Q1 | $988K | Sell |
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|
2024
Q4 | $923K | Buy |
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|
2024
Q3 | $1.06M | Buy |
|
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|
2024
Q2 | $1.13M | Sell |
|
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|
2024
Q1 | $1.58M | Sell |
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|
2023
Q4 | $1.42M | Sell |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $857K | Buy |
|
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.11M | Buy |
|
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|
2022
Q1 | $939K | Sell |
|
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.27M | Sell |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $1.79M | Buy |
|