True Wealth Design’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 | $160K | Buy |
|
|||||
|
2025
Q2 | $73.4K | Sell |
|
|||||
|
2025
Q1 | $99.8K | Buy |
|
|||||
|
2024
Q4 | $2.69K | Buy |
|
|||||
|
2024
Q3 | $2.5K | Hold |
|
|||||
|
2024
Q2 | $2.68K | Buy |
|
|||||
|
2024
Q1 | $2.94K | Buy |
|
|||||
|
2023
Q4 | $1.2K | Buy |
|
|||||
|
2023
Q3 | $842 | Hold |
|
|||||
|
2023
Q2 | $668 | Hold |
|
|||||
|
2023
Q1 | $710 | Hold |
|
|||||
|
2022
Q4 | $729 | Buy |
|