Independent Financial Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.96M | Sell |
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|
2025
Q4 | $1.52M | Sell |
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|
2025
Q3 | $1.69M | Buy |
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|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.7M | Sell |
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|
2024
Q2 | $1.84M | Sell |
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|
2024
Q1 | $3.95M | Buy |
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|
2023
Q4 | $2.26M | Buy |
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|
2023
Q3 | $1.99M | Buy |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $1.38M | Sell |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $882K | Sell |
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|
2022
Q1 | $3.96M | Buy |
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|
2021
Q4 | $541K | Sell |
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|
2021
Q3 | $911K | Buy |
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|
2021
Q2 | $661K | Buy |
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|
2021
Q1 | $559K | Sell |
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|
2020
Q4 | $637K | Buy |
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|
2020
Q3 | $310K | Buy |
|