TD Private Client Wealth’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 | $2.67M | Sell |
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|
2025
Q1 | $3.05M | Sell |
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|
2024
Q4 | $2.99M | Sell |
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|
2024
Q3 | $3.6M | Sell |
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|
2024
Q2 | $4.12M | Sell |
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|
2024
Q1 | $5.1M | Buy |
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|
2023
Q4 | $4.13M | Buy |
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|
2023
Q3 | $3.37M | Buy |
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|
2023
Q2 | $2.65M | Sell |
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|
2023
Q1 | $2.82M | Buy |
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|
2022
Q4 | $2.73M | Buy |
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|
2022
Q3 | $1.98M | Buy |
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|
2022
Q2 | $1.91M | Buy |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q4 | $1.25M | Sell |
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|
2021
Q3 | $1.65M | Sell |
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|
2021
Q2 | $2.03M | Buy |
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|
2021
Q1 | $1.83M | Buy |
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|
2020
Q4 | $998K | Sell |
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|
2020
Q3 | $1.52M | Buy |
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|
2020
Q2 | $1.88M | Sell |
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|
2020
Q1 | $1.52M | Sell |
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|
2019
Q4 | $3.62M | Buy |
|