Forum Financial Management’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 | $1.28M | Buy |
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|
2025
Q2 | $995K | Buy |
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|
2025
Q1 | $941K | Buy |
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|
2024
Q4 | $853K | Buy |
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|
2024
Q3 | $974K | Sell |
|
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.29M | Buy |
|
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $721K | Buy |
|
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|
2023
Q1 | $761K | Buy |
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|
2022
Q4 | $780K | Buy |
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|
2022
Q3 | $539K | Sell |
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|
2022
Q2 | $666K | Buy |
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|
2022
Q1 | $571K | Buy |
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|
2021
Q4 | $462K | Buy |
|