Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $216K | Sell |
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|
2024
Q1 | $255K | Buy |
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|
2023
Q4 | $202K | Buy |
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|
2023
Q3 | $180K | Buy |
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|
2023
Q2 | $125K | Sell |
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|
2023
Q1 | $144K | Sell |
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|
2022
Q4 | $160K | Buy |
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|
2022
Q3 | $129K | Buy |
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|
2022
Q2 | $118K | Buy |
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|
2022
Q1 | $110K | Buy |
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|
2021
Q4 | $87K | Buy |
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|
2021
Q3 | $84K | Buy |
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|
2021
Q2 | $102K | Buy |
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|
2021
Q1 | $97K | Buy |
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|
2020
Q4 | $83K | Buy |
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|
2020
Q3 | $42K | Sell |
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|
2020
Q2 | $77K | Buy |
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|
2020
Q1 | $43K | Hold |
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|
2019
Q4 | $89K | Hold |
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|
2019
Q3 | $82K | Hold |
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|
2019
Q2 | $75K | Sell |
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|
2019
Q1 | $153K | Hold |
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|
2018
Q4 | $138K | Buy |
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