NewEdge 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 | $1.2M | Sell |
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|
2025
Q2 | $1.23M | Sell |
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|
2025
Q1 | $1.79M | Sell |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $2.13M | Sell |
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|
2024
Q1 | $2.22M | Buy |
|
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|
2023
Q4 | $1.82M | Sell |
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|
2023
Q3 | $1.83M | Buy |
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|
2023
Q2 | $1.28M | Buy |
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|
2023
Q1 | $728K | Sell |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $691K | Sell |
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|
2022
Q2 | $734K | Buy |
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|
2022
Q1 | $358K | Buy |
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|
2021
Q4 | $230K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $253K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $413K | Buy |
|