Operose 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 | $41.3K | Buy |
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|
2025
Q1 | $11.9K | Hold |
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|
2024
Q4 | $10.9K | Sell |
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|
2024
Q3 | $23.1K | Hold |
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|
2024
Q2 | $24.8K | Hold |
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|
2024
Q1 | $28.7K | Hold |
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|
2023
Q4 | $23.4K | Hold |
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|
2023
Q3 | $21.1K | Buy |
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|
2023
Q2 | $9.16K | Hold |
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|
2023
Q1 | $9.73K | Hold |
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|
2022
Q4 | $9.99K | Hold |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $7K | Buy |
|