EverSource Wealth Advisors’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 | $818K | Buy |
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|
2025
Q1 | $674K | Buy |
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|
2024
Q4 | $562K | Buy |
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|
2024
Q3 | $617K | Sell |
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|
2024
Q2 | $751K | Buy |
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|
2024
Q1 | $689K | Buy |
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|
2023
Q4 | $627K | Buy |
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|
2023
Q3 | $559K | Sell |
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|
2023
Q2 | $461K | Sell |
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|
2023
Q1 | $496K | Sell |
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|
2022
Q4 | $540K | Sell |
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|
2022
Q3 | $601K | Buy |
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|
2022
Q2 | $306K | Sell |
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|
2022
Q1 | $326K | Buy |
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|
2021
Q4 | $220K | Buy |
|