ProVise Management Group’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 | $288K | Buy |
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|
2024
Q4 | $239K | Buy |
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $324K | Sell |
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|
2019
Q3 | $330K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $211K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $212K | Buy |
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|
2014
Q4 | – | Sell |
|
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|
2014
Q3 | $202K | Sell |
|
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|
2014
Q2 | $240K | Hold |
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|
2014
Q1 | $230K | Sell |
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|
2013
Q4 | $288K | Buy |
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|
2013
Q3 | $213K | Buy |
|