FRG Family Wealth Advisors’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 | $776K | Hold |
|
|||||
|
2025
Q2 | $680K | Hold |
|
|||||
|
2025
Q1 | $704K | Hold |
|
|||||
|
2024
Q4 | $650K | Hold |
|
|||||
|
2024
Q3 | $750K | Hold |
|
|||||
|
2024
Q2 | $759K | Hold |
|
|||||
|
2024
Q1 | $817K | Hold |
|
|||||
|
2023
Q4 | $759K | Hold |
|
|||||
|
2023
Q3 | $685K | Hold |
|
|||||
|
2023
Q2 | $544K | Hold |
|
|||||
|
2023
Q1 | $578K | Hold |
|
|||||
|
2022
Q4 | $594K | Hold |
|
|||||
|
2022
Q3 | $460K | Hold |
|
|||||
|
2022
Q2 | $468K | Hold |
|
|||||
|
2022
Q1 | $493K | Buy |
|
|||||
|
2021
Q4 | $406K | Sell |
|
|||||
|
2021
Q3 | $421K | Sell |
|
|||||
|
2021
Q2 | $606K | Hold |
|
|||||
|
2021
Q1 | $576K | Sell |
|
|||||
|
2020
Q4 | $520K | Sell |
|
|||||
|
2020
Q3 | $528K | Sell |
|
|||||
|
2020
Q2 | $756K | Sell |
|
|||||
|
2020
Q1 | $633K | Sell |
|
|||||
|
2019
Q4 | $1.58M | Sell |
|
|||||
|
2019
Q3 | $1.51M | Sell |
|
|||||
|
2019
Q2 | $1.53M | Sell |
|
|||||
|
2019
Q1 | $1.68M | Sell |
|
|||||
|
2018
Q4 | $1.71M | Sell |
|
|||||
|
2018
Q3 | $2.44M | Sell |
|
|||||
|
2018
Q2 | $2.71M | Sell |
|
|||||
|
2018
Q1 | $2.33M | Sell |
|
|||||
|
2017
Q4 | $2.46M | Hold |
|
|||||
|
2017
Q3 | $2.23M | Sell |
|
|||||
|
2017
Q2 | $2.02M | Buy |
|
|||||
|
2017
Q1 | $1.88M | Sell |
|
|||||
|
2016
Q4 | $2.08M | Hold |
|
|||||
|
2016
Q3 | $1.94M | Hold |
|
|||||
|
2016
Q2 | $1.91M | Hold |
|
|||||
|
2016
Q1 | $2.11M | Buy |
|
|||||
|
2015
Q4 | $1.97M | Buy |
|