Valley Brook Capital Group’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
Q2 | $686K | Sell |
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|
2025
Q1 | $735K | Sell |
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|
2024
Q4 | $768K | Sell |
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|
2024
Q3 | $972K | Sell |
|
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $884K | Buy |
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|
2023
Q3 | $772K | Buy |
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|
2023
Q2 | $596K | Buy |
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|
2023
Q1 | $634K | Buy |
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|
2022
Q4 | $645K | Buy |
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|
2022
Q3 | $486K | Buy |
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|
2022
Q2 | $469K | Buy |
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|
2022
Q1 | $458K | Buy |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q3 | $346K | Sell |
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|
2021
Q2 | $464K | Buy |
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|
2021
Q1 | $437K | Buy |
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|
2020
Q4 | $360K | Buy |
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