Stockman 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 | $372K | Hold |
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|
2025
Q2 | $327K | Sell |
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|
2025
Q1 | $344K | Buy |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $427K | Buy |
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|
2024
Q1 | $486K | Sell |
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|
2023
Q4 | $419K | Sell |
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|
2023
Q3 | $430K | Buy |
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|
2023
Q2 | $340K | Sell |
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|
2023
Q1 | $472K | Sell |
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|
2022
Q4 | $558K | Sell |
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|
2022
Q3 | $464K | Sell |
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|
2022
Q2 | $489K | Sell |
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|
2022
Q1 | $926K | Sell |
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|
2021
Q4 | $7.51M | Buy |
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|
2021
Q3 | $6.99M | Buy |
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|
2021
Q2 | $7.11M | Buy |
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|
2021
Q1 | $6.35M | Buy |
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|
2020
Q4 | $5.45M | Buy |
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|
2020
Q3 | $3.95M | Buy |
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|
2020
Q2 | $4.69M | Sell |
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|
2020
Q1 | $3.61M | Buy |
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|
2019
Q4 | $4.94M | Sell |
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|
2019
Q3 | $4.68M | Buy |
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|
2019
Q2 | $4.24M | Buy |
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|
2019
Q1 | $3.78M | Buy |
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|
2018
Q4 | $2.71M | Buy |
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|
2018
Q3 | $276K | Buy |
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|
2018
Q2 | $222K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $249K | Sell |
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|
2015
Q3 | $287K | Buy |
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