Sandy Cove 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 | $251K | Buy |
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|
2025
Q2 | $218K | Sell |
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|
2025
Q1 | $243K | Buy |
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|
2024
Q4 | $209K | Sell |
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|
2024
Q3 | $248K | Buy |
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|
2024
Q2 | $264K | Buy |
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|
2024
Q1 | $305K | Buy |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $251K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $134K | Hold |
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|
2021
Q4 | $112K | Buy |
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