Perigon 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
Q3 | $815K | Buy |
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|
2025
Q2 | $444K | Buy |
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|
2025
Q1 | $402K | Sell |
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|
2024
Q4 | $406K | Sell |
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|
2024
Q3 | $504K | Sell |
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|
2024
Q2 | $579K | Buy |
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|
2024
Q1 | $646K | Buy |
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|
2023
Q4 | $477K | Sell |
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|
2023
Q3 | $458K | Sell |
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|
2023
Q2 | $577K | Buy |
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|
2023
Q1 | $587K | Sell |
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|
2022
Q4 | $659K | Buy |
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|
2022
Q3 | $363K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $105K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $40K | Hold |
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|
2017
Q4 | $42K | Buy |
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|
2017
Q3 | $28K | Hold |
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|
2017
Q2 | $25K | Hold |
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|
2017
Q1 | $24K | Sell |
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|
2016
Q4 | $41K | Buy |
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|
2016
Q3 | $24K | Buy |
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|
2016
Q2 | $19K | Buy |
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