Richwood 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 | $586K | Hold |
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|
2025
Q2 | $514K | Sell |
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|
2025
Q1 | $546K | Hold |
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|
2024
Q4 | $504K | Sell |
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|
2024
Q3 | $602K | Buy |
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|
2024
Q2 | $635K | Buy |
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|
2024
Q1 | $698K | Sell |
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|
2023
Q4 | $598K | Buy |
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|
2023
Q3 | $530K | Hold |
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|
2023
Q2 | $421K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $18K | Buy |
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