Jeppson 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
Q3 | $1.34M | Sell |
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|
2025
Q2 | $1.23M | Sell |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1.36M | Sell |
|
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|
2024
Q2 | $1.46M | Sell |
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|
2024
Q1 | $1.7M | Sell |
|
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $1.28M | Hold |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $910K | Buy |
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|
2022
Q2 | $900K | Hold |
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|
2022
Q1 | $947K | Sell |
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|
2021
Q4 | $803K | Sell |
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|
2021
Q3 | $827K | Buy |
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|
2021
Q2 | $955K | Hold |
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|
2021
Q1 | $907K | Sell |
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|
2020
Q4 | $810K | Sell |
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|
2020
Q3 | $708K | Buy |
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