Linscomb Wealth’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 | $607K | Sell |
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|
2025
Q1 | $639K | Sell |
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|
2024
Q4 | $636K | Buy |
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|
2024
Q3 | $686K | Buy |
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|
2024
Q2 | $734K | Buy |
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|
2024
Q1 | $834K | Sell |
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|
2023
Q4 | $680K | Buy |
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|
2023
Q3 | $611K | Sell |
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|
2023
Q2 | $493K | Sell |
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|
2023
Q1 | $548K | Sell |
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|
2022
Q4 | $994K | Buy |
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|
2022
Q3 | $412K | Buy |
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|
2022
Q2 | $418K | Sell |
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|
2022
Q1 | $751K | Buy |
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|
2021
Q4 | $577K | Buy |
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|
2021
Q3 | $492K | Hold |
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|
2021
Q2 | $603K | Sell |
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|
2021
Q1 | $574K | Buy |
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|
2020
Q4 | $368K | Hold |
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|
2020
Q3 | $273K | Sell |
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|
2020
Q2 | $498K | Sell |
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|
2020
Q1 | $452K | Buy |
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|
2019
Q4 | $641K | Sell |
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|
2019
Q3 | $652K | Sell |
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|
2019
Q2 | $617K | Buy |
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|
2019
Q1 | $610K | Buy |
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|
2018
Q4 | $549K | Buy |
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|
2018
Q3 | $717K | Sell |
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|
2018
Q2 | $735K | Buy |
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|
2018
Q1 | $619K | Sell |
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|
2017
Q4 | $735K | Sell |
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|
2017
Q3 | $738K | Hold |
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|
2017
Q2 | $666K | Sell |
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|
2017
Q1 | $1.04M | Buy |
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|
2016
Q4 | $1.12M | Buy |
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|
2016
Q3 | $539K | Buy |
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|
2016
Q2 | $459K | Buy |
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|
2016
Q1 | $501K | Sell |
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|
2015
Q4 | $480K | Sell |
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|
2015
Q3 | $560K | Buy |
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|
2015
Q2 | $583K | Buy |
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|
2015
Q1 | $554K | Sell |
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|
2014
Q4 | $518K | Buy |
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|
2014
Q3 | $528K | Buy |
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|
2014
Q2 | $491K | Sell |
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|
2014
Q1 | $475K | Buy |
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|
2013
Q4 | $382K | Buy |
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|
2013
Q3 | $285K | Sell |
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|
2013
Q2 | $293K | Buy |
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