LVW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $390K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $268K | Sell |
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|
2024
Q1 | $312K | Buy |
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|
2023
Q4 | $214K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $212K | Sell |
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|
2018
Q2 | $230K | Sell |
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|
2018
Q1 | $203K | Buy |
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|
2017
Q4 | $208K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $264K | Buy |
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|
2015
Q4 | $249K | Sell |
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|
2015
Q3 | $257K | Sell |
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|
2015
Q2 | $277K | Sell |
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|
2015
Q1 | $280K | Sell |
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|
2014
Q4 | $260K | Buy |
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