Marion 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.93M | Buy |
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|
2025
Q2 | $1.69M | Buy |
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|
2025
Q1 | $1.68M | Buy |
|
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|
2024
Q4 | $1.51M | Buy |
|
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|
2024
Q3 | $1.7M | Buy |
|
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|
2024
Q2 | $1.74M | Buy |
|
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|
2024
Q1 | $1.99M | Sell |
|
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|
2023
Q4 | $1.64M | Sell |
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|
2023
Q3 | $1.5M | Sell |
|
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|
2023
Q2 | $1.19M | Buy |
|
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|
2023
Q1 | $1.23M | Buy |
|
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $798K | Buy |
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|
2022
Q2 | $712K | Sell |
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|
2022
Q1 | $987K | Sell |
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|
2021
Q4 | $849K | Buy |
|