Cypress Wealth Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $231K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $648K | Buy |
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|
2020
Q1 | $479K | Buy |
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|
2019
Q4 | $963K | Sell |
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|
2019
Q3 | $886K | Buy |
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|
2019
Q2 | $806K | Buy |
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|
2019
Q1 | $812K | Sell |
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|
2018
Q4 | $761K | Buy |
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|
2018
Q3 | $992K | Buy |
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|
2018
Q2 | $988K | Buy |
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|
2018
Q1 | $768K | Hold |
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|
2017
Q4 | $810K | Buy |
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