Johnson & White 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 | $576K | Buy |
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|
2025
Q2 | $505K | Hold |
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|
2025
Q1 | $523K | Buy |
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|
2024
Q4 | $478K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $732K | Buy |
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|
2023
Q4 | $580K | Sell |
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|
2023
Q3 | $524K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $442K | Buy |
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|
2022
Q4 | $363K | Buy |
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|
2022
Q3 | $346K | Buy |
|