Legend Financial Advisors’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 | $41.8K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $39.9K | Hold |
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|
2024
Q3 | $46K | Sell |
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|
2024
Q2 | $56.3K | Sell |
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|
2024
Q1 | $73.7K | Sell |
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|
2023
Q4 | $80K | Hold |
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|
2023
Q3 | $72.2K | Hold |
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|
2023
Q2 | $57.3K | Hold |
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|
2023
Q1 | $60.9K | Hold |
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|
2022
Q4 | $62.6K | Hold |
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|
2022
Q3 | $48.5K | Buy |
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