RWA Wealth 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 | $591K | Buy |
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|
2025
Q2 | $411K | Sell |
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|
2025
Q1 | $638K | Sell |
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|
2024
Q4 | $764K | Buy |
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|
2024
Q3 | $847K | Buy |
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|
2024
Q2 | $892K | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $877K | Buy |
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|
2023
Q3 | $373K | Buy |
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|
2023
Q2 | $285K | Buy |
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|
2023
Q1 | $271K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $155K | Buy |
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|
2018
Q1 | $78K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $284K | Buy |
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