Legacy Bridge’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
Q1 | – | Sell |
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|
2024
Q4 | $18.3K | Hold |
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|
2024
Q3 | $21.2K | Hold |
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|
2024
Q2 | $22.7K | Hold |
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|
2024
Q1 | $26.3K | Hold |
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|
2023
Q4 | $21.4K | Hold |
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|
2023
Q3 | $19.3K | Hold |
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|
2023
Q2 | $15.4K | Hold |
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|
2023
Q1 | $16.3K | Hold |
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|
2022
Q4 | $16.8K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3K | Sell |
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|
2020
Q3 | $341K | Sell |
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|
2020
Q2 | $487K | Sell |
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|
2020
Q1 | $374K | Sell |
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|
2019
Q4 | $782K | Buy |
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|
2019
Q3 | $665K | Sell |
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|
2019
Q2 | $629K | Hold |
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|
2019
Q1 | $640K | Buy |
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|
2018
Q4 | $566K | Buy |
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