Kolinsky 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $452K | Buy |
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|
2024
Q3 | $519K | Sell |
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|
2024
Q2 | $563K | Sell |
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|
2024
Q1 | $687K | Buy |
|
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|
2023
Q4 | $546K | Buy |
|
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|
2023
Q3 | $490K | Buy |
|
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|
2023
Q2 | $381K | Buy |
|
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|
2023
Q1 | $386K | Buy |
|
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|
2022
Q4 | $392K | Buy |
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|
2022
Q3 | $289K | Sell |
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|
2022
Q2 | $300K | Buy |
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|
2022
Q1 | $286K | Buy |
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|
2021
Q4 | $219K | Buy |
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