Denver Wealth Management’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 | $325K | Buy |
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|
2025
Q2 | $283K | Buy |
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|
2025
Q1 | $290K | Sell |
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|
2024
Q4 | $272K | Buy |
|
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|
2024
Q3 | $311K | Hold |
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|
2024
Q2 | $334K | Sell |
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|
2024
Q1 | $418K | Sell |
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|
2023
Q4 | $342K | Buy |
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|
2023
Q3 | $307K | Buy |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q4 | $253K | Buy |
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|
2021
Q1 | $201K | Buy |
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