Diversified’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$251K Hold
2024
Q2
$270K Buy
2024
Q1
$295K Buy
2023
Q4
$238K Sell
2023
Q3
$216K Buy
2021
Q1
Sell
2020
Q4
$5K Buy