Robertson Stephens Wealth Management’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 | $408K | Buy |
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|
2025
Q1 | $417K | Sell |
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|
2024
Q4 | $443K | Sell |
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|
2024
Q3 | $542K | Buy |
|
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|
2024
Q2 | $555K | Sell |
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|
2024
Q1 | $643K | Buy |
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|
2023
Q4 | $504K | Buy |
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|
2023
Q3 | $435K | Sell |
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|
2023
Q2 | $359K | Buy |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $341K | Sell |
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|
2022
Q3 | $267K | Hold |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $268K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $271K | Buy |
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