FAS Wealth Partners’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 | $582K | Buy |
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|
2025
Q1 | $600K | Buy |
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|
2024
Q4 | $550K | Sell |
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|
2024
Q3 | $650K | Sell |
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|
2024
Q2 | $701K | Buy |
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|
2024
Q1 | $808K | Sell |
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|
2023
Q4 | $665K | Sell |
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|
2023
Q3 | $616K | Buy |
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|
2023
Q2 | $457K | Buy |
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|
2023
Q1 | $462K | Buy |
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|
2022
Q4 | $474K | Sell |
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|
2022
Q3 | $370K | Buy |
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|
2022
Q2 | $338K | Buy |
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|
2022
Q1 | $286K | Buy |
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|
2021
Q4 | $238K | Buy |
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|
2021
Q3 | $228K | Buy |
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|
2021
Q2 | $271K | Buy |
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|
2021
Q1 | $246K | Hold |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $339K | Hold |
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|
2019
Q3 | $311K | Hold |
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|
2019
Q2 | $284K | Hold |
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|
2019
Q1 | $289K | Buy |
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|
2018
Q4 | $260K | Hold |
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|
2018
Q3 | $340K | Hold |
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|
2018
Q2 | $338K | Hold |
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|
2018
Q1 | $289K | Hold |
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|
2017
Q4 | $305K | Hold |
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|
2017
Q3 | $276K | Hold |
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|
2017
Q2 | $249K | Sell |
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|
2017
Q1 | $272K | Buy |
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|
2016
Q4 | $290K | Buy |
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|
2016
Q3 | $270K | Sell |
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|
2016
Q2 | $305K | Sell |
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|
2016
Q1 | $335K | Sell |
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|
2015
Q4 | $321K | Buy |
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|
2015
Q3 | $270K | Sell |
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|
2015
Q2 | $328K | Buy |
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|
2015
Q1 | $320K | Buy |
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|
2014
Q4 | $291K | Hold |
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|
2014
Q3 | $330K | Sell |
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|
2014
Q2 | $330K | Buy |
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|
2014
Q1 | $313K | Sell |
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|
2013
Q4 | $323K | Buy |
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