Principle Wealth Partners’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
$3.13M Hold
2025
Q1
$3.24M Hold
2024
Q4
$2.99M Buy
2024
Q3
$3.44M Sell
2024
Q2
$3.7M Sell
2024
Q1
$4.28M Buy
2023
Q4
$3.49M Sell
2023
Q3
$3.15M Hold
2023
Q2
$2.5M Hold
2023
Q1
$2.66M Hold
2022
Q4
$2.73M Sell
2022
Q3
$2.15K Sell
2022
Q2
$2.19M Buy
2022
Q1
$2.28M Hold
2021
Q4
$1.91M Hold
2021
Q3
$1.85M Hold
2021
Q2
$2.27M Sell
2021
Q1
$2.17M Sell
2020
Q4
$1.9M Buy
2020
Q3
$1.28M Sell
2020
Q2
$1.78M Buy
2020
Q1
$1.29M Sell
2019
Q4
$2.92M Hold
2019
Q3
$2.69M Buy
2019
Q2
$252K Buy