Kestra Private Wealth Services’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
Q2 | $12.7M | Buy |
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|
2025
Q1 | $12.3M | Buy |
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|
2024
Q4 | $10.9M | Buy |
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|
2024
Q3 | $11.7M | Sell |
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|
2024
Q2 | $13.2M | Sell |
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|
2024
Q1 | $15.6M | Sell |
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|
2023
Q4 | $15.9M | Buy |
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|
2023
Q3 | $14.2M | Buy |
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|
2023
Q2 | $10.8M | Buy |
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|
2023
Q1 | $11M | Buy |
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|
2022
Q4 | $9.54M | Buy |
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|
2022
Q3 | $6.21M | Buy |
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|
2022
Q2 | $5.64M | Buy |
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|
2022
Q1 | $2.07M | Buy |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $834K | Buy |
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|
2021
Q2 | $913K | Buy |
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|
2021
Q1 | $865K | Sell |
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|
2020
Q4 | $972K | Buy |
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|
2020
Q3 | $701K | Buy |
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