PFG Private 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
Q2 | – | Sell |
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|
2025
Q1 | $207K | Buy |
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|
2024
Q4 | $140K | Buy |
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|
2024
Q3 | $151K | Buy |
|
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|
2024
Q2 | $155K | Buy |
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|
2024
Q1 | $174K | Buy |
|
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|
2023
Q4 | $140K | Buy |
|
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|
2023
Q3 | $21.9K | Sell |
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|
2023
Q2 | $30.1K | Buy |
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|
2023
Q1 | $22.5K | Buy |
|
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|
2022
Q4 | $15K | Hold |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $12K | Buy |
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|
2022
Q1 | $11K | Hold |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $9K | Buy |
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