McClarren 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
Q2 | – | Sell |
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|
2025
Q1 | $103K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $199 | Buy |
|
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|
2024
Q2 | $116K | Sell |
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|
2024
Q1 | $135K | Buy |
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|
2023
Q4 | $110K | Buy |
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|
2023
Q3 | $98K | Buy |
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|
2023
Q2 | $77K | Buy |
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|
2023
Q1 | $51K | Sell |
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|
2022
Q4 | $106K | Buy |
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|
2022
Q3 | $81K | Buy |
|