Frontier Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.19M | Sell |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $914K | Sell |
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|
2021
Q2 | $1.22M | Sell |
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|
2021
Q1 | $1.2M | Buy |
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|
2020
Q4 | $998K | Sell |
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|
2020
Q3 | $930K | Buy |
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|
2020
Q2 | $1.27M | Buy |
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|
2020
Q1 | $684K | Buy |
|
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|
2019
Q4 | $1.26M | Sell |
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|
2019
Q3 | $1.4M | Hold |
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|
2019
Q2 | $1.28M | Sell |
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|
2019
Q1 | $1.56M | Sell |
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|
2018
Q4 | $1.45M | Sell |
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|
2018
Q3 | $1.93M | Sell |
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|
2018
Q2 | $2.01M | Sell |
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|
2018
Q1 | $1.92M | Buy |
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|
2017
Q4 | $1.49M | Sell |
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|
2017
Q3 | $1.47M | Buy |
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|
2017
Q2 | $906K | Buy |
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|
2017
Q1 | $829K | Hold |
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|
2016
Q4 | $904K | Hold |
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|
2016
Q3 | $843K | Sell |
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|
2016
Q2 | $845K | Sell |
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|
2016
Q1 | $932K | Buy |
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|
2015
Q4 | $872K | Sell |
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|
2015
Q3 | $879K | Buy |
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|
2015
Q2 | $599K | Buy |
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|
2015
Q1 | $377K | Buy |
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|
2014
Q4 | $297K | Buy |
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