Mosaic Family Wealth Partners’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 | $356K | Sell |
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|
2025
Q2 | $312K | Buy |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $297K | Sell |
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|
2024
Q3 | $435K | Sell |
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|
2024
Q2 | $471K | Sell |
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|
2024
Q1 | $633K | Buy |
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|
2023
Q4 | $516K | Sell |
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|
2023
Q3 | $477K | Buy |
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|
2023
Q2 | $379K | Buy |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q4 | $413K | Buy |
|