Oak Hill 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
$1.09M Buy
2025
Q1
$977K Hold
2024
Q4
$901K Buy
2024
Q3
Sell
2024
Q2
$1.17M Buy
2024
Q1
Sell
2023
Q4
$1.13M Hold
2023
Q3
$1.02M Hold
2023
Q2
$813K Sell
2023
Q1
$886K Hold
2022
Q4
$908K Buy