Drive 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 | $534K | Sell |
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|
2025
Q2 | $499K | Buy |
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|
2025
Q1 | $455K | Sell |
|
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|
2024
Q4 | $815K | Buy |
|
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|
2024
Q3 | $917K | Buy |
|
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|
2024
Q2 | $557K | Buy |
|
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|
2024
Q1 | $536K | Sell |
|
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|
2023
Q4 | $465K | Buy |
|
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|
2023
Q3 | $410K | Buy |
|
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|
2023
Q2 | $310K | Buy |
|
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|
2023
Q1 | $320K | Buy |
|
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|
2022
Q4 | $314K | Sell |
|
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|
2022
Q3 | $600K | Buy |
|
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|
2022
Q2 | $568K | Sell |
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|
2022
Q1 | $607K | Sell |
|
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|
2021
Q4 | $574K | Buy |
|