Intercontinental Wealth Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $701K | Sell |
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|
2023
Q1 | $753K | Sell |
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|
2022
Q4 | $776K | Buy |
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|
2022
Q3 | $599K | Sell |
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|
2022
Q2 | $610K | Buy |
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|
2022
Q1 | $610K | Sell |
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|
2021
Q4 | $635K | Buy |
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|
2021
Q3 | $601K | Buy |
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|
2021
Q2 | $557K | Buy |
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|
2021
Q1 | $458K | Buy |
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|
2020
Q4 | $391K | Buy |
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|
2020
Q3 | $234K | Buy |
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|
2020
Q2 | $266K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $245K | Sell |
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|
2019
Q3 | $413K | Buy |
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|
2019
Q2 | $301K | Sell |
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|
2019
Q1 | $307K | Buy |
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|
2018
Q4 | $184K | Sell |
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|
2018
Q3 | $256K | Sell |
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|
2018
Q2 | $256K | Sell |
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|
2018
Q1 | $229K | Buy |
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|
2017
Q4 | $223K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $238K | Sell |
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|
2016
Q4 | $333K | Buy |
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|
2016
Q3 | $251K | Sell |
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|
2016
Q2 | $249K | Sell |
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|
2016
Q1 | $273K | Sell |
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|
2015
Q4 | $267K | Buy |
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