Stephens Consulting’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
$18.1K Sell
2025
Q2
$27.4K Sell
2025
Q1
$29.3K Sell
2024
Q4
$27.8K Buy
2024
Q3
$17.5K Hold
2024
Q2
$18.8K Hold
2024
Q1
$21.7K Hold
2023
Q4
$17.7K Hold
2023
Q3
$16K Hold
2023
Q2
$12.7K Hold
2023
Q1
$13.5K Hold
2022
Q4
$13.8K Hold
2022
Q3
$10.7K Hold
2022
Q2
$10.9K Hold
2022
Q1
$11.5K Hold
2021
Q4
$9.64K Buy