Mechanics Financial Corp’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 | $136K | Hold |
|
|||||
|
2025
Q2 | $119K | Hold |
|
|||||
|
2025
Q1 | $123K | Hold |
|
|||||
|
2024
Q4 | $114K | Hold |
|
|||||
|
2024
Q3 | $131K | Hold |
|
|||||
|
2024
Q2 | $141K | Hold |
|
|||||
|
2024
Q1 | $163K | Hold |
|
|||||
|
2023
Q4 | $133K | Hold |
|
|||||
|
2023
Q3 | $120K | Hold |
|
|||||
|
2023
Q2 | $95.4K | Hold |
|
|||||
|
2023
Q1 | $101K | Sell |
|
|||||
|
2022
Q4 | $151K | Buy |
|
|||||
|
2022
Q3 | $81K | Sell |
|
|||||
|
2022
Q2 | $94K | Hold |
|
|||||
|
2022
Q1 | $99K | Hold |
|
|||||
|
2021
Q4 | $83K | Buy |
|