DB Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $57.9K | Hold |
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|
2023
Q3 | $52.3K | Hold |
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|
2023
Q2 | $41.5K | Hold |
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|
2023
Q1 | $44.1K | Hold |
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|
2022
Q4 | $45.3K | Hold |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $36K | Hold |
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|
2022
Q1 | $38K | Hold |
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|
2021
Q4 | $32K | Hold |
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|
2021
Q3 | $30K | Hold |
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|
2021
Q2 | $37K | Hold |
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|
2021
Q1 | $35K | Hold |
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|
2020
Q4 | $30K | Buy |
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