Magnus Financial Group’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 | $368K | Buy |
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|
2025
Q1 | $370K | Buy |
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|
2024
Q4 | $334K | Sell |
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|
2024
Q3 | $386K | Sell |
|
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|
2024
Q2 | $428K | Buy |
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|
2024
Q1 | $495K | Buy |
|
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|
2023
Q4 | $403K | Buy |
|
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|
2023
Q3 | $364K | Sell |
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|
2023
Q2 | $294K | Sell |
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|
2023
Q1 | $317K | Buy |
|
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|
2022
Q4 | $317K | Buy |
|
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|
2022
Q3 | $221K | Sell |
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|
2022
Q2 | $230K | Buy |
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|
2022
Q1 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $284K | Buy |
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|
2019
Q3 | $243K | Buy |
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|
2019
Q2 | $217K | Sell |
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|
2019
Q1 | $241K | Buy |
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|
2018
Q4 | $218K | Buy |
|