Venturi Wealth Management’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 | $685K | Buy |
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|
2025
Q2 | $590K | Buy |
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|
2025
Q1 | $501K | Buy |
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|
2024
Q4 | $454K | Sell |
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|
2024
Q3 | $621K | Sell |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.79M | Buy |
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|
2023
Q4 | $725K | Buy |
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|
2023
Q3 | $652K | Buy |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $530K | Buy |
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|
2022
Q4 | $295K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.69M | Buy |
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|
2020
Q1 | $414K | Sell |
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|
2019
Q4 | $1.25M | Buy |
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|
2019
Q3 | $1.12M | Buy |
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|
2019
Q2 | $358K | Sell |
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|
2019
Q1 | $385K | Sell |
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|
2018
Q4 | $375K | Buy |
|