Mattern 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 | $2.09M | Sell |
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|
2025
Q2 | $1.88M | Sell |
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|
2025
Q1 | $2.27M | Sell |
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|
2024
Q4 | $2.28M | Sell |
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|
2024
Q3 | $2.75M | Sell |
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|
2024
Q2 | $4.89M | Sell |
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|
2024
Q1 | $5.99M | Buy |
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|
2023
Q4 | $4.87M | Buy |
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|
2023
Q3 | $4.25M | Buy |
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|
2023
Q2 | $3.31M | Buy |
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|
2023
Q1 | $3.08M | Sell |
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|
2022
Q4 | $3.17M | Buy |
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|
2022
Q3 | $2.17M | Buy |
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|
2022
Q2 | $2.17M | Buy |
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|
2022
Q1 | $2.21M | Buy |
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $1.31M | Sell |
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|
2021
Q2 | $1.42M | Buy |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q3 | $873K | Buy |
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|
2020
Q2 | $1.21M | Sell |
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|
2020
Q1 | $1.02M | Buy |
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|
2019
Q4 | $2.05M | Buy |
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