Riverwater 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
Q3
$500K Sell
2025
Q2
$453K Sell
2025
Q1
$473K Buy
2024
Q4
$426K Sell
2024
Q3
$520K Sell
2024
Q2
$555K Sell
2024
Q1
$648K Sell
2023
Q4
$534K Sell
2023
Q3
$517K Sell
2023
Q2
$416K Buy
2023
Q1
$439K Sell
2022
Q4
$477K Sell
2022
Q3
$372K Sell
2022
Q2
$380K Sell
2022
Q1
$403K Buy
2021
Q4
$330K Buy