Integrated Wealth Concepts’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 | $1.41M | Buy |
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|
2025
Q1 | $1.23M | Buy |
|
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.28M | Sell |
|
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|
2024
Q2 | $1.39M | Buy |
|
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|
2024
Q1 | $1.58M | Buy |
|
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|
2023
Q4 | $1.23M | Sell |
|
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|
2023
Q3 | $1.2M | Sell |
|
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|
2023
Q2 | $1.29M | Buy |
|
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|
2023
Q1 | $1.27M | Buy |
|
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|
2022
Q4 | $488K | Buy |
|
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|
2022
Q3 | $261K | Sell |
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|
2022
Q2 | $383K | Buy |
|
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|
2022
Q1 | $364K | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $209K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $262K | Buy |
|