Waldron Private Wealth’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 | $441K | Buy |
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|
2025
Q2 | $371K | Hold |
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|
2025
Q1 | $384K | Sell |
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|
2024
Q4 | $539K | Sell |
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|
2024
Q3 | $668K | Buy |
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|
2024
Q2 | $692K | Sell |
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|
2024
Q1 | $806K | Buy |
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|
2023
Q4 | $654K | Buy |
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|
2023
Q3 | $575K | Buy |
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|
2023
Q2 | $448K | Sell |
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|
2023
Q1 | $490K | Buy |
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|
2022
Q4 | $362K | Hold |
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|
2022
Q3 | $362K | Sell |
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|
2022
Q2 | $369K | Buy |
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|
2022
Q1 | $366K | Buy |
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|
2021
Q4 | $278K | Buy |
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|
2021
Q3 | $268K | Sell |
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|
2021
Q2 | $630K | Buy |
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|
2021
Q1 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $302K | Buy |
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|
2019
Q3 | $262K | Sell |
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|
2019
Q2 | $296K | Sell |
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|
2019
Q1 | $366K | Buy |
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|
2018
Q4 | $329K | Buy |
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|
2018
Q3 | $313K | Buy |
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|
2018
Q2 | $312K | Buy |
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|
2018
Q1 | $263K | Hold |
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|
2017
Q4 | $278K | Hold |
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|
2017
Q3 | $252K | Hold |
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|
2017
Q2 | $227K | Sell |
|
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|
2017
Q1 | $251K | Buy |
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|
2016
Q4 | $237K | Sell |
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|
2016
Q3 | $238K | Sell |
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|
2016
Q2 | $252K | Sell |
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|
2016
Q1 | $277K | Buy |
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|
2015
Q4 | $253K | Sell |
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|
2015
Q3 | $247K | Sell |
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|
2015
Q2 | $283K | Buy |
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|
2015
Q1 | $268K | Buy |
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|
2014
Q4 | $241K | Buy |
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|
2014
Q3 | $247K | Buy |
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|
2014
Q2 | $230K | Sell |
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|
2014
Q1 | $225K | Sell |
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|
2013
Q4 | $227K | Buy |
|