Pinnacle Wealth Planning Services’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 | $564K | Sell |
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|
2025
Q1 | $642K | Buy |
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|
2024
Q4 | $588K | Sell |
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|
2024
Q3 | $758K | Sell |
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|
2024
Q2 | $815K | Sell |
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|
2024
Q1 | $947K | Sell |
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|
2023
Q4 | $774K | Sell |
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|
2023
Q3 | $702K | Buy |
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|
2023
Q2 | $557K | Sell |
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|
2023
Q1 | $596K | Sell |
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|
2022
Q4 | $612K | Buy |
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|
2022
Q3 | $469K | Sell |
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|
2022
Q2 | $478K | Buy |
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|
2022
Q1 | $502K | Sell |
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|
2021
Q4 | $421K | Buy |
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|
2021
Q3 | $367K | Sell |
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|
2021
Q2 | $690K | Buy |
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|
2021
Q1 | $645K | Buy |
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|
2020
Q4 | $551K | Sell |
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|
2020
Q3 | $412K | Sell |
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|
2020
Q2 | $588K | Buy |
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|
2020
Q1 | $350K | Buy |
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|
2019
Q4 | $332K | Buy |
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|
2019
Q3 | $271K | Buy |
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|
2019
Q2 | $221K | Buy |
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|
2019
Q1 | $202K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $244K | Sell |
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|
2018
Q2 | $243K | Buy |
|