Newbridge Financial Services Group’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 | – | Sell |
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|
2025
Q1 | $8.52K | Sell |
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|
2024
Q4 | $31.2K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $48.8K | Sell |
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|
2024
Q1 | $76.1K | Sell |
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|
2023
Q4 | $125K | Sell |
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|
2023
Q3 | $169K | Buy |
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|
2023
Q2 | $110K | Sell |
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|
2023
Q1 | $197K | Buy |
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|
2022
Q4 | $168K | Buy |
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|
2022
Q3 | $119K | Buy |
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|
2022
Q2 | $119K | Buy |
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|
2022
Q1 | $103K | Buy |
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|
2021
Q4 | $84K | Buy |
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|
2021
Q3 | $50K | Sell |
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|
2021
Q2 | $113K | Sell |
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|
2021
Q1 | $115K | Buy |
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|
2020
Q4 | $67K | Buy |
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|
2020
Q3 | $49K | Buy |
|