Focus Financial Network’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 | $597K | Buy |
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|
2025
Q2 | $523K | Sell |
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|
2025
Q1 | $545K | Sell |
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|
2024
Q4 | $521K | Sell |
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|
2024
Q3 | $639K | Buy |
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|
2024
Q2 | $670K | Buy |
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|
2024
Q1 | $683K | Sell |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $474K | Buy |
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|
2023
Q2 | $277K | Buy |
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|
2023
Q1 | $231K | Buy |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $541K | Buy |
|