ICA Group 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
2024
Q2
$169K Sell
2024
Q1
$287K Buy
2023
Q4
$200K Buy
2023
Q3
Sell
2023
Q2
$140K Sell
2023
Q1
$219K Buy
2022
Q4
$222K Sell
2022
Q3
$472K Buy
2022
Q2
$487K Sell
2022
Q1
$653K Buy