HB 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 | $4.49M | Buy |
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|
2025
Q2 | $3.67M | Buy |
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|
2025
Q1 | $3.62M | Buy |
|
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|
2024
Q4 | $2.57M | Buy |
|
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|
2024
Q3 | $2.6M | Buy |
|
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|
2024
Q2 | $2.65M | Buy |
|
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|
2024
Q1 | $2.98M | Buy |
|
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|
2023
Q4 | $2.42M | Buy |
|
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|
2023
Q3 | $2.12M | Buy |
|
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|
2023
Q2 | $1.64M | Sell |
|
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|
2023
Q1 | $1.77M | Buy |
|
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|
2022
Q4 | $1.7M | Buy |
|
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $1.17M | Buy |
|
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $731K | Buy |
|