Morton Brown Family Wealth’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 | $28.2K | Hold |
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|
2025
Q2 | $24.7K | Hold |
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|
2025
Q1 | $25.6K | Hold |
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|
2024
Q4 | $23.6K | Hold |
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|
2024
Q3 | $27.2K | Sell |
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|
2024
Q2 | $28.8K | Sell |
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|
2024
Q1 | $35.3K | Sell |
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|
2023
Q4 | $29K | Sell |
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|
2023
Q3 | $26.3K | Hold |
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|
2023
Q2 | $20.9K | Hold |
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|
2023
Q1 | $22.2K | Hold |
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|
2022
Q4 | $22.8K | Hold |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $20K | Hold |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $17K | Buy |
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