San Luis Wealth 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 | $5.09M | Hold |
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|
2025
Q2 | $5.09M | Buy |
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|
2025
Q1 | $606K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $677K | Buy |
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|
2024
Q2 | $362K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $429K | Sell |
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|
2023
Q1 | $457K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $575K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.07M | Buy |
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|
2020
Q4 | $358K | Buy |
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