Iron Horse 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 | $9.78K | Hold |
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|
2025
Q1 | $10.1K | Buy |
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|
2024
Q4 | $2.28K | Hold |
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|
2024
Q3 | $2.63K | Hold |
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|
2024
Q2 | $2.83K | Hold |
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|
2024
Q1 | $3.27K | Hold |
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|
2023
Q4 | $2.66K | Hold |
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|
2023
Q3 | $2.4K | Hold |
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|
2023
Q2 | $1.91K | Hold |
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|
2023
Q1 | $2.03K | Buy |
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|
2022
Q4 | $0 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $0 | Buy |
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