Tower View 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 | $76.2K | Buy |
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|
2025
Q2 | $66.2K | Buy |
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|
2025
Q1 | $67.8K | Buy |
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|
2024
Q4 | $62K | Buy |
|
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|
2024
Q3 | $70.9K | Buy |
|
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|
2024
Q2 | $75.5K | Buy |
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|
2024
Q1 | $86.7K | Buy |
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|
2023
Q4 | $70K | Buy |
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|
2023
Q3 | $63K | Buy |
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|
2023
Q2 | $50K | Buy |
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|
2023
Q1 | $47K | Buy |
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|
2022
Q4 | $48K | Buy |
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|
2022
Q3 | $37K | Buy |
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|
2022
Q2 | $37K | Hold |
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|
2022
Q1 | $39K | Sell |
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|
2021
Q4 | $36K | Hold |
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|
2021
Q3 | $35K | Buy |
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