Personal CFO Solutions’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $683K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $208K | Sell |
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|
2023
Q3 | $288K | Sell |
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|
2023
Q2 | $570K | Buy |
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|
2023
Q1 | $585K | Buy |
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|
2022
Q4 | $557K | Buy |
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|
2022
Q3 | $406K | Buy |
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|
2022
Q2 | $385K | Sell |
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|
2022
Q1 | $428K | Buy |
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|
2021
Q4 | $331K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $273K | Sell |
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|
2019
Q3 | $757K | Buy |
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