Hennion & Walsh Asset 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 | $1.8M | Sell |
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|
2025
Q2 | $1.61M | Buy |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.61M | Buy |
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|
2024
Q2 | $1.72M | Buy |
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|
2024
Q1 | $1.76M | Buy |
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|
2023
Q4 | $963K | Buy |
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|
2023
Q3 | $521K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $253K | Sell |
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|
2022
Q3 | $294K | Sell |
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|
2022
Q2 | $360K | Sell |
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|
2022
Q1 | $475K | Sell |
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|
2021
Q4 | $525K | Sell |
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|
2021
Q3 | $665K | Buy |
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|
2021
Q2 | $794K | Buy |
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|
2021
Q1 | $730K | Buy |
|