CWS Financial Advisors’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 | $221K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $208K | Hold |
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|
2024
Q2 | $223K | Buy |
|
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $316K | Hold |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $209K | Sell |
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|
2022
Q3 | $232K | Hold |
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|
2022
Q2 | $236K | Buy |
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|
2022
Q1 | $240K | Buy |
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|
2021
Q2 | $220K | Hold |
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|
2021
Q1 | $209K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $245K | Sell |
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|
2019
Q4 | $265K | Buy |
|