Cyndeo Wealth 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
Q3 | $462K | Sell |
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|
2025
Q2 | $5.03M | Buy |
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|
2025
Q1 | $5.02M | Buy |
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|
2024
Q4 | $2.82M | Buy |
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|
2024
Q3 | $2.79M | Sell |
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|
2024
Q2 | $3.01M | Sell |
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|
2024
Q1 | $9.07M | Sell |
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|
2023
Q4 | $9.05M | Buy |
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|
2023
Q3 | $6.89M | Buy |
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|
2023
Q2 | $5.16M | Buy |
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|
2023
Q1 | $4.04M | Buy |
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|
2022
Q4 | $3.17M | Buy |
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