Verdence Capital 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
Q2 | $966K | Sell |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $962K | Sell |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $811K | Buy |
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|
2023
Q1 | $862K | Sell |
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|
2022
Q4 | $903K | Buy |
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|
2022
Q3 | $685K | Buy |
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|
2022
Q2 | $691K | Sell |
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|
2022
Q1 | $729K | Buy |
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|
2021
Q4 | $590K | Sell |
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|
2021
Q3 | $572K | Sell |
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|
2021
Q2 | $714K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $283K | Sell |
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|
2019
Q4 | $757K | Sell |
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|
2019
Q3 | $970K | Buy |
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|
2019
Q2 | $880K | Buy |
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|
2019
Q1 | $767K | Buy |
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|
2018
Q4 | $635K | Buy |
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|
2018
Q3 | $766K | Buy |
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|
2018
Q2 | $406K | Buy |
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|
2018
Q1 | $281K | Sell |
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|
2017
Q4 | $332K | Buy |
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