Future Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $40.8K | Hold |
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|
2025
Q2 | $35.8K | Hold |
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|
2025
Q1 | $37K | Hold |
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|
2024
Q4 | $34.2K | Sell |
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|
2024
Q3 | $59.2K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $81.7K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $40K | Sell |
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|
2021
Q4 | $39K | Buy |
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