Summit Financial’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 | $2.22M | Sell |
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|
2025
Q1 | $2.4M | Sell |
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|
2024
Q4 | $2.25M | Sell |
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|
2024
Q3 | $2.61M | Sell |
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|
2024
Q2 | $3.57M | Buy |
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|
2024
Q1 | $3.36M | Buy |
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|
2023
Q4 | $2.03M | Sell |
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|
2023
Q3 | $1.85M | Sell |
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|
2023
Q2 | $1.48M | Buy |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $978K | Buy |
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|
2022
Q2 | $793K | Sell |
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|
2022
Q1 | $839K | Buy |
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|
2021
Q4 | $632K | Buy |
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|
2021
Q3 | $434K | Buy |
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|
2021
Q2 | $283K | Buy |
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