JTC Employer Solutions Trustee’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 | $184K | Hold |
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|
2025
Q2 | $161K | Hold |
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|
2025
Q1 | $167K | Hold |
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|
2024
Q4 | $152K | Hold |
|
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|
2024
Q3 | $178K | Hold |
|
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|
2024
Q2 | $191K | Hold |
|
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|
2024
Q1 | $215K | Hold |
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|
2023
Q4 | $180K | Hold |
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|
2023
Q3 | $163K | Hold |
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|
2023
Q2 | $129K | Hold |
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|
2023
Q1 | $137K | Hold |
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|
2022
Q4 | $141K | Hold |
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|
2022
Q3 | $109K | Hold |
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|
2022
Q2 | $111K | Hold |
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|
2022
Q1 | $117K | Hold |
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|
2021
Q4 | $98K | Hold |
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|
2021
Q3 | $95K | Hold |
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|
2021
Q2 | $116K | Buy |
|