Evermay 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 | $59.6K | Hold |
|
|||||
|
2025
Q1 | $61.7K | Hold |
|
|||||
|
2024
Q4 | $57K | Sell |
|
|||||
|
2024
Q3 | $112K | Hold |
|
|||||
|
2024
Q2 | $120K | Sell |
|
|||||
|
2024
Q1 | $147K | Sell |
|
|||||
|
2023
Q4 | $120K | Buy |
|
|||||
|
2023
Q3 | $108K | Hold |
|
|||||
|
2023
Q2 | $85.8K | Hold |
|
|||||
|
2023
Q1 | $91.2K | Hold |
|
|||||
|
2022
Q4 | $93.7K | Hold |
|
|||||
|
2022
Q3 | $73K | Hold |
|
|||||
|
2022
Q2 | $74K | Hold |
|
|||||
|
2022
Q1 | $78K | Hold |
|
|||||
|
2021
Q4 | $65K | Sell |
|
|||||
|
2021
Q3 | $67K | Hold |
|
|||||
|
2021
Q2 | $82K | Buy |
|