Fortem Financial Group’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
Q1 | – | Sell |
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|
2024
Q4 | $232K | Sell |
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|
2024
Q3 | $315K | Sell |
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|
2024
Q2 | $1.87M | Sell |
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|
2024
Q1 | $2.26M | Buy |
|
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|
2023
Q4 | $1.8M | Buy |
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|
2023
Q3 | $1.61M | Sell |
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|
2023
Q2 | $1.53M | Sell |
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|
2023
Q1 | $1.87M | Buy |
|
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|
2022
Q4 | $1.23M | Buy |
|
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|
2022
Q3 | $840K | Buy |
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|
2022
Q2 | $846K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3K | Buy |
|