IHT 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
Q2 | $1.43M | Sell |
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|
2025
Q1 | $1.71M | Sell |
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|
2024
Q4 | $1.59M | Sell |
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|
2024
Q3 | $2.08M | Buy |
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|
2024
Q2 | $1.68M | Sell |
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|
2024
Q1 | $1.9M | Buy |
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|
2023
Q4 | $1.69M | Sell |
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|
2023
Q3 | $1.87M | Buy |
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|
2023
Q2 | $1.35M | Buy |
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|
2023
Q1 | $811K | Buy |
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|
2022
Q4 | $643K | Buy |
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|
2022
Q3 | $497K | Buy |
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|
2022
Q2 | $356K | Buy |
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|
2022
Q1 | $320K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.49M | Buy |
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|
2021
Q1 | $288K | Buy |
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|
2020
Q4 | $230K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $293K | Sell |
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|
2019
Q3 | $297K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $261K | Sell |
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|
2018
Q3 | $354K | Buy |
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|
2018
Q2 | $323K | Buy |
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|
2018
Q1 | $185K | Buy |
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|
2017
Q4 | $188K | Buy |
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|
2017
Q3 | $126K | Sell |
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|
2017
Q2 | $100 | Sell |
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|
2017
Q1 | $165K | Buy |
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|
2016
Q4 | $122K | Buy |
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