Loveless Wealth Management’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$316K Buy
2022
Q1
$329K Hold
2021
Q4
$276K Hold
2021
Q3
$267K Buy
2021
Q2
$310K Hold
2021
Q1
$294K Hold
2020
Q4
$252K Buy
2020
Q3
Sell
2020
Q2
$267K Buy
2020
Q1
Sell
2019
Q4
$371K Buy