Pettyjohn Wood & White’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 | $253K | Sell |
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|
2025
Q2 | $222K | Hold |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $238K | Hold |
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|
2024
Q3 | $275K | Hold |
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|
2024
Q2 | $295K | Sell |
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|
2024
Q1 | $345K | Sell |
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|
2023
Q4 | $285K | Sell |
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|
2023
Q3 | $329K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $233K | Sell |
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|
2019
Q3 | $225K | Hold |
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|
2019
Q2 | $206K | Buy |
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