Retirement Investment Advisors’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
Q3 | $910K | Hold |
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|
2025
Q2 | $798K | Hold |
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|
2025
Q1 | $826K | Sell |
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|
2024
Q4 | $763K | Buy |
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|
2024
Q3 | $879K | Hold |
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|
2024
Q2 | $944K | Buy |
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|
2023
Q4 | $894K | Sell |
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|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $1.07M | Buy |
|