U.S. Capital Wealth 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 | $2.55M | Sell |
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|
2025
Q2 | $2.26M | Sell |
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|
2025
Q1 | $2.48M | Buy |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.81M | Sell |
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|
2024
Q2 | $2.1M | Sell |
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|
2024
Q1 | $3.92M | Sell |
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|
2023
Q4 | $14.5M | Sell |
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|
2023
Q3 | $13.2M | Sell |
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|
2023
Q2 | $10.9M | Buy |
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|
2023
Q1 | $11.1M | Buy |
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|
2022
Q4 | $10M | Buy |
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|
2022
Q3 | $7.7M | Buy |
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|
2022
Q2 | $5.86M | Buy |
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|
2022
Q1 | $3.71M | Buy |
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|
2021
Q4 | $2.22M | Buy |
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|
2021
Q3 | $1.32M | Buy |
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