Spire Wealth Management’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 | $230K | Buy |
|
|||||
|
2025
Q2 | $184K | Sell |
|
|||||
|
2025
Q1 | $416K | Buy |
|
|||||
|
2024
Q4 | $326K | Sell |
|
|||||
|
2024
Q3 | $438K | Sell |
|
|||||
|
2024
Q2 | $553K | Sell |
|
|||||
|
2024
Q1 | $1.86M | Buy |
|
|||||
|
2023
Q4 | $1.44M | Sell |
|
|||||
|
2023
Q3 | $1.42M | Buy |
|
|||||
|
2023
Q2 | $430K | Sell |
|
|||||
|
2023
Q1 | $526K | Buy |
|
|||||
|
2022
Q4 | $426K | Buy |
|
|||||
|
2022
Q3 | $295K | Sell |
|
|||||
|
2022
Q2 | $518K | Sell |
|
|||||
|
2022
Q1 | $568K | Sell |
|
|||||
|
2021
Q4 | $792K | Sell |
|
|||||
|
2021
Q3 | $807K | Buy |
|
|||||
|
2021
Q2 | $980K | Sell |
|
|||||
|
2021
Q1 | $1.02M | Buy |
|