Empirical 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
Q2 | $489K | Buy |
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|
2025
Q1 | $500K | Buy |
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|
2024
Q4 | $418K | Buy |
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|
2024
Q3 | $420K | Sell |
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|
2024
Q2 | $472K | Sell |
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|
2024
Q1 | $622K | Buy |
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|
2023
Q4 | $401K | Sell |
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|
2023
Q3 | $412K | Buy |
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|
2023
Q2 | $286K | Buy |
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|
2023
Q1 | $278K | Buy |
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|
2022
Q4 | $283K | Sell |
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|
2022
Q3 | $291K | Sell |
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|
2022
Q2 | $317K | Sell |
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|
2022
Q1 | $568K | Buy |
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|
2021
Q4 | $417K | Sell |
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|
2021
Q3 | $438K | Buy |
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|
2021
Q2 | $531K | Buy |
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|
2021
Q1 | $470K | Sell |
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|
2020
Q4 | $749K | Buy |
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|
2020
Q3 | $509K | Sell |
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|
2020
Q2 | $789K | Buy |
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|
2020
Q1 | $539K | Sell |
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|
2019
Q4 | $1.23M | Buy |
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|
2019
Q3 | $1.12M | Buy |
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|
2019
Q2 | $910K | Buy |
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|
2019
Q1 | $779K | Buy |
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|
2018
Q4 | $695K | Buy |
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|
2018
Q3 | $900K | Buy |
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|
2018
Q2 | $878K | Buy |
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|
2018
Q1 | $259K | Buy |
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|
2017
Q4 | $247K | Buy |
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|
2017
Q3 | $204K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $225K | Sell |
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|
2015
Q2 | $248K | Buy |
|