Jupiter 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 | $211K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $838K | Sell |
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|
2024
Q3 | $1.07M | Buy |
|
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.27M | Hold |
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|
2023
Q4 | $1.15M | Hold |
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|
2023
Q3 | $981K | Buy |
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|
2023
Q2 | $730K | Sell |
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|
2023
Q1 | $877K | Sell |
|
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|
2022
Q4 | $1.1M | Buy |
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|
2022
Q3 | $762K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $749K | Sell |
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|
2019
Q4 | $1.21M | Hold |
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|
2019
Q3 | $1.16M | Sell |
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|
2019
Q2 | $1.14M | Sell |
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|
2019
Q1 | $5.64M | Buy |
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