Symphony 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
Q3 | $819K | Buy |
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|
2025
Q2 | $618K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $595K | Sell |
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|
2024
Q3 | $669K | Buy |
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|
2024
Q2 | $678K | Sell |
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|
2024
Q1 | $817K | Buy |
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|
2023
Q4 | $609K | Buy |
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|
2023
Q3 | $508K | Sell |
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|
2023
Q2 | $411K | Sell |
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|
2023
Q1 | $442K | Sell |
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|
2022
Q4 | $503K | Sell |
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|
2022
Q3 | $978K | Buy |
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|
2022
Q2 | $407K | Sell |
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|
2022
Q1 | $459K | Buy |
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|
2021
Q4 | $349K | Buy |
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|
2021
Q3 | $308K | Sell |
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|
2021
Q2 | $444K | Sell |
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|
2021
Q1 | $484K | Buy |
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|
2020
Q4 | $268K | Sell |
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|
2020
Q3 | $223K | Sell |
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|
2020
Q2 | $392K | Buy |
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|
2020
Q1 | $256K | Buy |
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