TFC Financial 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 | $109K | Buy |
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|
2025
Q2 | $94.6K | Buy |
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|
2025
Q1 | $97.1K | Hold |
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|
2024
Q4 | $89.6K | Buy |
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|
2024
Q3 | $28.2K | Hold |
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|
2024
Q2 | $30.3K | Sell |
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|
2024
Q1 | $37.8K | Buy |
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|
2023
Q4 | $30.6K | Hold |
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|
2023
Q3 | $27.6K | Hold |
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|
2023
Q2 | $21.9K | Buy |
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|
2023
Q1 | $22.7K | Buy |
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|
2022
Q4 | $22.4K | Buy |
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|
2022
Q3 | $17K | Hold |
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|
2022
Q2 | $18K | Hold |
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|
2022
Q1 | $19K | Hold |
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|
2021
Q4 | $16K | Hold |
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|
2021
Q3 | $15K | Hold |
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|
2021
Q2 | $18K | Hold |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $11K | Buy |
|