Measured Wealth Private Client 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 | $267K | Sell |
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|
2025
Q1 | $278K | Sell |
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|
2024
Q4 | $268K | Hold |
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|
2024
Q3 | $309K | Sell |
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|
2024
Q2 | $343K | Buy |
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|
2024
Q1 | $391K | Hold |
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|
2023
Q4 | $319K | Hold |
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|
2023
Q3 | $288K | Hold |
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|
2023
Q2 | $228K | Hold |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $253K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $249K | Buy |
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|
2021
Q1 | $234K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $238K | Sell |
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|
2019
Q2 | $470K | Sell |
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|
2019
Q1 | $616K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $409K | Buy |
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|
2018
Q2 | $406K | Buy |
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