Institute for 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 | $988K | Sell |
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|
2025
Q2 | $879K | Sell |
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|
2025
Q1 | $919K | Sell |
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|
2024
Q4 | $910K | Hold |
|
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|
2024
Q3 | $1.05M | Buy |
|
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.31M | Buy |
|
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|
2023
Q4 | $967K | Sell |
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|
2023
Q3 | $880K | Sell |
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|
2023
Q2 | $702K | Sell |
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|
2023
Q1 | $753K | Sell |
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|
2022
Q4 | $777K | Sell |
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|
2022
Q3 | $613K | Hold |
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|
2022
Q2 | $623K | Hold |
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|
2022
Q1 | $656K | Hold |
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|
2021
Q4 | $550K | Sell |
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|
2021
Q3 | $542K | Buy |
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|
2021
Q2 | $664K | Buy |
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|
2021
Q1 | $608K | Buy |
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|
2020
Q4 | $499K | Buy |
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|
2020
Q3 | $358K | Sell |
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|
2020
Q2 | $510K | Sell |
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|
2020
Q1 | $404K | Sell |
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|
2019
Q4 | $923K | Sell |
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|
2019
Q3 | $851K | Sell |
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|
2019
Q2 | $803K | Buy |
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|
2019
Q1 | $793K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $979K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $46K | Buy |
|