Soltis Investment 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
Q2 | $298K | Buy |
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|
2025
Q1 | $283K | Sell |
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|
2024
Q4 | $394K | Buy |
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|
2024
Q3 | $415K | Sell |
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|
2024
Q2 | $479K | Buy |
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|
2024
Q1 | $533K | Buy |
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|
2023
Q4 | $258K | Buy |
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|
2023
Q3 | $231K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $209K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $221K | Buy |
|