First Personal Financial Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $263 | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $55.4K | Hold |
|
|||||
|
2023
Q4 | $45.1K | Sell |
|
|||||
|
2023
Q3 | $88.7K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $0 | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $99K | Sell |
|
|||||
|
2019
Q3 | $126K | Sell |
|
|||||
|
2019
Q2 | $134K | Buy |
|
|||||
|
2019
Q1 | $129K | Hold |
|
|||||
|
2018
Q4 | $117K | Hold |
|
|||||
|
2018
Q3 | $153K | Sell |
|
|||||
|
2018
Q2 | $174K | Buy |
|
|||||
|
2018
Q1 | $74K | Sell |
|
|||||
|
2017
Q4 | $94K | Buy |
|
|||||
|
2017
Q3 | $37K | Hold |
|
|||||
|
2017
Q2 | $33K | Hold |
|
|||||
|
2017
Q1 | $32K | Sell |
|
|||||
|
2016
Q4 | $36K | Buy |
|
|||||
|
2016
Q3 | $32K | Sell |
|
|||||
|
2016
Q2 | $51K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $12K | Buy |
|