Valmark Advisers’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 | $838K | Sell |
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|
2025
Q2 | $758K | Sell |
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|
2025
Q1 | $792K | Sell |
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|
2024
Q4 | $766K | Buy |
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|
2024
Q3 | $870K | Buy |
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|
2024
Q2 | $912K | Sell |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $835K | Buy |
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|
2023
Q3 | $738K | Buy |
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|
2023
Q2 | $580K | Buy |
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|
2023
Q1 | $616K | Sell |
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|
2022
Q4 | $644K | Buy |
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|
2022
Q3 | $495K | Buy |
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|
2022
Q2 | $499K | Buy |
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|
2022
Q1 | $473K | Buy |
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|
2021
Q4 | $330K | Sell |
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|
2021
Q3 | $353K | Sell |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $918K | Buy |
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|
2020
Q4 | $744K | Buy |
|