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