Moneta Group Investment 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 | $1.46M | Buy |
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|
2025
Q1 | $1.44M | Sell |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.58M | Sell |
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|
2024
Q1 | $1.85M | Buy |
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|
2023
Q4 | $1.37M | Sell |
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|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $953K | Buy |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $798K | Sell |
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|
2022
Q2 | $848K | Buy |
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|
2022
Q1 | $337K | Buy |
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|
2021
Q4 | $260K | Sell |
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|
2021
Q3 | $252K | Buy |
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|
2021
Q2 | $298K | Buy |
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|
2021
Q1 | $276K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $213K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $204K | Sell |
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|
2019
Q1 | $353K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $220K | Sell |
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|
2018
Q2 | $281K | Buy |
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|
2018
Q1 | $197K | Buy |
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|
2017
Q4 | $112K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $33K | Buy |
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