Moser Wealth 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 | $2.09M | Buy |
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|
2025
Q1 | $2.08M | Sell |
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|
2024
Q4 | $1.96M | Sell |
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|
2024
Q3 | $2.29M | Buy |
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|
2024
Q2 | $2.41M | Buy |
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|
2024
Q1 | $2.73M | Buy |
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|
2023
Q4 | $2.23M | Buy |
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|
2023
Q3 | $2M | Buy |
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|
2023
Q2 | $1.58M | Buy |
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|
2022
Q4 | $1.8M | Sell |
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|
2022
Q3 | $1.41M | Buy |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $1.28M | Sell |
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|
2021
Q3 | $1.26M | Buy |
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|
2021
Q2 | $1.48M | Sell |
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|
2021
Q1 | $1.44M | Buy |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $911K | Buy |
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|
2020
Q2 | $1.07M | Sell |
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|
2020
Q1 | $803K | Buy |
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|
2019
Q4 | $1.57M | Buy |
|