CWA Asset Management 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 | $394K | Buy |
|
|||||
|
2025
Q1 | $262K | Sell |
|
|||||
|
2024
Q4 | $445K | Buy |
|
|||||
|
2024
Q3 | $244K | Buy |
|
|||||
|
2024
Q1 | $378K | Sell |
|
|||||
|
2023
Q4 | $382K | Buy |
|
|||||
|
2023
Q3 | $229K | Sell |
|
|||||
|
2023
Q2 | $576K | Buy |
|
|||||
|
2023
Q1 | $583K | Buy |
|
|||||
|
2022
Q4 | $515K | Buy |
|
|||||
|
2022
Q3 | $341K | Buy |
|
|||||
|
2022
Q2 | $238K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $233K | Buy |
|