Tanager 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 | $451K | Sell |
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|
2025
Q2 | $407K | Buy |
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|
2025
Q1 | $418K | Buy |
|
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|
2024
Q4 | $375K | Buy |
|
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|
2024
Q3 | $431K | Sell |
|
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|
2024
Q2 | $470K | Hold |
|
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|
2024
Q1 | $544K | Buy |
|
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|
2023
Q4 | $437K | Hold |
|
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|
2023
Q3 | $394K | Buy |
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|
2023
Q2 | $313K | Buy |
|
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|
2023
Q1 | $332K | Hold |
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|
2022
Q4 | $340K | Buy |
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|
2022
Q3 | $249K | Hold |
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|
2022
Q2 | $253K | Buy |
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