Stegent Equity 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 | $976K | Hold |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $642K | Hold |
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|
2024
Q3 | $740K | Hold |
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|
2024
Q2 | $795K | Hold |
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|
2024
Q1 | $920K | Sell |
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|
2023
Q4 | $759K | Sell |
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|
2023
Q3 | $696K | Hold |
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|
2023
Q2 | $553K | Sell |
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|
2023
Q1 | $602K | Sell |
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|
2022
Q4 | $641K | Buy |
|