Defender Capital’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
Sell
2025
Q2
$243K Hold
2025
Q1
$252K Sell
2024
Q4
$237K Hold
2024
Q3
$273K Buy
2024
Q2
$293K Hold
2024
Q1
$339K Buy
2023
Q4
$271K Hold
2023
Q3
$245K Buy
2023
Q2
Sell
2023
Q1
$206K Hold
2022
Q4
$212K Buy