Financial Perspectives’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 | $12K | Buy |
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|
2025
Q2 | $7.52K | Hold |
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|
2025
Q1 | $7.78K | Hold |
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|
2024
Q4 | $7.18K | Hold |
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|
2024
Q3 | $8.28K | Hold |
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|
2024
Q2 | $8.89K | Hold |
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|
2024
Q1 | $10.3K | Hold |
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|
2023
Q4 | $8.39K | Hold |
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|
2023
Q3 | $7.57K | Hold |
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|
2023
Q2 | $6.01K | Hold |
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|
2023
Q1 | $6.39K | Hold |
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|
2022
Q4 | $6.56K | Hold |
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|
2022
Q3 | $5.08K | Hold |
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|
2022
Q2 | $5.17K | Hold |
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|
2022
Q1 | $5.44K | Hold |
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|
2021
Q4 | $4.57K | Hold |
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|
2021
Q3 | $4.41K | Hold |
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|
2021
Q2 | $5.41K | Sell |
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|
2021
Q1 | $63K | Buy |
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|
2020
Q4 | $4.41K | Hold |
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|
2020
Q3 | $3.27K | Hold |
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|
2020
Q2 | $4.53K | Hold |
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|
2020
Q1 | $3.38K | Hold |
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|
2019
Q4 | $7.02K | Buy |
|