Mission 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 | $823K | Buy |
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|
2025
Q2 | $718K | Sell |
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|
2025
Q1 | $785K | Buy |
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|
2024
Q4 | $639K | Sell |
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|
2024
Q3 | $771K | Buy |
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|
2024
Q2 | $718K | Buy |
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|
2024
Q1 | $827K | Buy |
|
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|
2023
Q4 | $650K | Sell |
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|
2023
Q3 | $685K | Buy |
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|
2023
Q2 | $539K | Buy |
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|
2023
Q1 | $556K | Buy |
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|
2022
Q4 | $558K | Sell |
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|
2022
Q3 | $559K | Buy |
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|
2022
Q2 | $504K | Buy |
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|
2022
Q1 | $470K | Sell |
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|
2021
Q4 | $413K | Buy |
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|
2021
Q3 | $387K | Buy |
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|
2021
Q2 | $443K | Buy |
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|
2021
Q1 | $349K | Sell |
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|
2020
Q4 | $325K | Sell |
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|
2020
Q3 | $248K | Buy |
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|
2020
Q2 | $329K | Sell |
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|
2020
Q1 | $246K | Sell |
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|
2019
Q4 | $567K | Buy |
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|
2019
Q3 | $371K | Buy |
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|
2019
Q2 | $338K | Sell |
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|
2019
Q1 | $377K | Sell |
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|
2018
Q4 | $345K | Buy |
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|
2018
Q3 | $436K | Sell |
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|
2018
Q2 | $437K | Buy |
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|
2018
Q1 | $285K | Buy |
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|
2017
Q4 | $294K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $222K | Buy |
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|
2016
Q4 | $231K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $240K | Buy |
|