Forte Capital’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 | $259K | Buy |
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|
2025
Q1 | $234K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $211K | Sell |
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|
2024
Q2 | $227K | Buy |
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|
2024
Q1 | $262K | Hold |
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|
2023
Q4 | $214K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $203K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $279K | Hold |
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|
2017
Q3 | $253K | Buy |
|