J.W. Coons 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $967K | Sell |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $1.55M | Hold |
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|
2023
Q4 | $1.26M | Hold |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.02M | Hold |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $690K | Buy |
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|
2022
Q2 | $551K | Buy |
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|
2022
Q1 | $430K | Hold |
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|
2021
Q4 | $360K | Sell |
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|
2021
Q3 | $348K | Sell |
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|
2021
Q2 | $573K | Sell |
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|
2021
Q1 | $555K | Hold |
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|
2020
Q4 | $475K | Sell |
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|
2020
Q3 | $364K | Sell |
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|
2020
Q2 | $596K | Hold |
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|
2020
Q1 | $442K | Buy |
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