Krilogy Financial’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 | $1.92M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $88K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $49K | Sell |
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|
2017
Q4 | $60K | Buy |
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|
2017
Q3 | $32K | Sell |
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|
2017
Q2 | $67K | Buy |
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|
2017
Q1 | $69K | Hold |
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|
2016
Q4 | $69K | Sell |
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|
2016
Q3 | $68K | Buy |
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|
2016
Q2 | $63K | Buy |
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|
2016
Q1 | $30K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $27K | Buy |
|