Teamwork Financial Advisors’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
$266K Sell
2025
Q2
$265K Sell
2025
Q1
$303K Sell
2024
Q4
$424K Sell
2024
Q3
$549K Sell
2024
Q2
$2.8M Buy
2024
Q1
$2.65M Buy
2023
Q4
$939K Sell
2023
Q3
$1.76M Buy
2023
Q2
$1.37M Buy
2023
Q1
$1.42M Buy
2022
Q4
$1.32M Buy
2022
Q3
$702K Sell
2022
Q2
$1.81M Sell
2022
Q1
$3.56M Buy
2021
Q4
$1.09M Buy