TrinityPoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $629K | Buy |
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|
2024
Q3 | $698K | Buy |
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|
2024
Q2 | $733K | Sell |
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|
2024
Q1 | $899K | Buy |
|
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|
2023
Q4 | $688K | Buy |
|
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|
2023
Q3 | $540K | Sell |
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|
2023
Q2 | $457K | Buy |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $323K | Buy |
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|
2022
Q3 | $234K | Buy |
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|
2022
Q2 | $231K | Buy |
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|
2022
Q1 | $243K | Buy |
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|
2021
Q4 | $204K | Sell |
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|
2021
Q3 | $239K | Buy |
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|
2021
Q2 | $262K | Buy |
|