Valley Wealth Managers’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 | $68K | Buy |
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|
2025
Q2 | $11.9K | Sell |
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|
2025
Q1 | $21.6K | Hold |
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|
2024
Q4 | $19.9K | Hold |
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|
2024
Q3 | $23K | Buy |
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|
2024
Q2 | $14.1K | Hold |
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|
2024
Q1 | $16.3K | Sell |
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|
2023
Q4 | $23.3K | Hold |
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|
2023
Q3 | $21K | Hold |
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|
2023
Q2 | $16.7K | Hold |
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|
2023
Q1 | $17.7K | Sell |
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|
2022
Q4 | $20.8K | Sell |
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|
2022
Q3 | $26K | Buy |
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|
2022
Q2 | $16K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.48M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $241K | Sell |
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|
2017
Q1 | $403K | Sell |
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|
2016
Q4 | $659K | Sell |
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|
2016
Q3 | $705K | Buy |
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|
2016
Q2 | $611K | Buy |
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|
2016
Q1 | $364K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $215K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $2.71M | Buy |
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