SkyOak Wealth’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 | $323K | Hold |
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|
2025
Q2 | $284K | Hold |
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|
2025
Q1 | $294K | Hold |
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|
2024
Q4 | $271K | Hold |
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|
2024
Q3 | $313K | Hold |
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|
2024
Q2 | $336K | Hold |
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|
2024
Q1 | $388K | Hold |
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|
2023
Q4 | $317K | Hold |
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|
2023
Q3 | $286K | Buy |
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|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $237K | Hold |
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|
2022
Q4 | $244K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $213K | Buy |
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|
2020
Q2 | $239K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $396K | Buy |
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