Stiles Financial Services’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 | $380K | Sell |
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|
2025
Q2 | $350K | Buy |
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|
2025
Q1 | $354K | Buy |
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|
2024
Q4 | $325K | Buy |
|
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|
2024
Q3 | $373K | Buy |
|
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $459K | Buy |
|
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|
2023
Q4 | $380K | Buy |
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|
2023
Q3 | $329K | Buy |
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|
2023
Q2 | $259K | Buy |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | $275K | Sell |
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|
2022
Q3 | $235K | Sell |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $252K | Sell |
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|
2021
Q4 | $228K | Buy |
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