Larson Financial Group’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 | $458K | Sell |
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|
2025
Q2 | $558K | Sell |
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|
2025
Q1 | $796K | Buy |
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|
2024
Q4 | $585K | Buy |
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|
2024
Q3 | $596K | Buy |
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|
2024
Q2 | $546K | Buy |
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|
2024
Q1 | $207K | Buy |
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|
2023
Q4 | $127K | Sell |
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|
2023
Q3 | $119K | Sell |
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|
2023
Q2 | $98.2K | Sell |
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|
2023
Q1 | $105K | Buy |
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|
2022
Q4 | $104K | Sell |
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|
2022
Q3 | $84K | Buy |
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|
2022
Q2 | $37K | Sell |
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|
2022
Q1 | $41K | Sell |
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|
2021
Q4 | $38K | Buy |
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|
2021
Q3 | $28K | Buy |
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|
2021
Q2 | $34K | Buy |
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|
2021
Q1 | $32K | Buy |
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|
2020
Q4 | $12K | Buy |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $7K | Sell |
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|
2019
Q4 | $32K | Sell |
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|
2019
Q3 | $45K | Buy |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $13K | Buy |
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|
2018
Q4 | $12K | Buy |
|