NWAM LLC’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 | $407K | Buy |
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|
2025
Q2 | $374K | Sell |
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|
2025
Q1 | $443K | Sell |
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|
2024
Q4 | $442K | Buy |
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|
2024
Q3 | $498K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $742K | Sell |
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|
2023
Q4 | $704K | Sell |
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|
2023
Q3 | $648K | Buy |
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|
2023
Q2 | $492K | Buy |
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|
2023
Q1 | $418K | Sell |
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|
2022
Q4 | $477K | Sell |
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|
2022
Q3 | $537K | Sell |
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|
2022
Q2 | $753K | Buy |
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|
2022
Q1 | $545K | Sell |
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|
2021
Q4 | $682K | Sell |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.22M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $240K | Sell |
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|
2017
Q2 | $248K | Sell |
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|
2017
Q1 | $273K | Buy |
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|
2016
Q4 | $267K | Buy |
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|
2016
Q3 | $234K | Sell |
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|
2016
Q2 | $257K | Sell |
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|
2016
Q1 | $293K | Buy |
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|
2015
Q4 | $267K | Buy |
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|
2015
Q3 | $261K | Hold |
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|
2015
Q2 | $262K | Sell |
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|
2015
Q1 | $249K | Buy |
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|
2014
Q4 | $225K | Sell |
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|
2014
Q3 | $294K | Sell |
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|
2014
Q2 | $399K | Sell |
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|
2014
Q1 | $392K | Buy |
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|
2013
Q4 | $296K | Sell |
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|
2013
Q3 | $348K | Buy |
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|
2013
Q2 | $348K | Buy |
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