Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $949K | Buy |
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|
2023
Q4 | $774K | Buy |
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|
2023
Q3 | $698K | Buy |
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|
2023
Q2 | $554K | Sell |
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|
2023
Q1 | $596K | Sell |
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|
2022
Q4 | $891K | Buy |
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|
2022
Q3 | $674K | Buy |
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|
2022
Q2 | $655K | Buy |
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|
2022
Q1 | $630K | Buy |
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|
2021
Q4 | $484K | Buy |
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|
2021
Q3 | $426K | Buy |
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|
2021
Q2 | $503K | Buy |
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|
2021
Q1 | $477K | Sell |
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|
2020
Q4 | $580K | Hold |
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|
2020
Q3 | $430K | Hold |
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|
2020
Q2 | $597K | Buy |
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|
2019
Q4 | $908K | Buy |
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