Northwest Quadrant Wealth Management’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 | $215K | Sell |
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|
2025
Q1 | $224K | Buy |
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|
2024
Q4 | $205K | Sell |
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|
2024
Q3 | $238K | Buy |
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|
2024
Q2 | $254K | Buy |
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|
2024
Q1 | $292K | Buy |
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|
2023
Q4 | $237K | Buy |
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|
2023
Q3 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $309K | Sell |
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|
2019
Q3 | $304K | Buy |
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|
2019
Q2 | $256K | Sell |
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|
2019
Q1 | $273K | Buy |
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|
2018
Q4 | $264K | Buy |
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|
2018
Q3 | $280K | Buy |
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|
2018
Q2 | $316K | Buy |
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|
2018
Q1 | $269K | Buy |
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|
2017
Q4 | $265K | Sell |
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|
2017
Q3 | $263K | Sell |
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|
2017
Q2 | $248K | Buy |
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|
2017
Q1 | $228K | Buy |
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|
2016
Q4 | $225K | Buy |
|