Mayflower Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $420K | Sell |
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|
2025
Q2 | $377K | Sell |
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|
2025
Q1 | $420K | Sell |
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|
2024
Q4 | $391K | Buy |
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|
2024
Q3 | $447K | Buy |
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|
2024
Q2 | $480K | Buy |
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|
2024
Q1 | $551K | Sell |
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $472K | Sell |
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|
2023
Q2 | $382K | Sell |
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|
2023
Q1 | $414K | Buy |
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|
2022
Q4 | $425K | Sell |
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|
2022
Q3 | $344K | Buy |
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|
2022
Q2 | $324K | Buy |
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|
2022
Q1 | $333K | Buy |
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|
2021
Q4 | $258K | Sell |
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|
2021
Q3 | $354K | Buy |
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|
2021
Q2 | $301K | Buy |
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|
2021
Q1 | $201K | Buy |
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