Stokes Family Office’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 | $278K | Hold |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $271K | Sell |
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|
2024
Q3 | $314K | Hold |
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|
2024
Q2 | $337K | Buy |
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|
2024
Q1 | $384K | Hold |
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|
2023
Q4 | $313K | Sell |
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|
2023
Q3 | $359K | Buy |
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|
2023
Q2 | $277K | Buy |
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|
2023
Q1 | $255K | Buy |
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|
2022
Q4 | $245K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $202K | Buy |
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