Wambolt & Associates’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $261K | Sell |
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|
2023
Q4 | $219K | Sell |
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|
2023
Q3 | $217K | Buy |
|
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|
2020
Q3 | – | Sell |
|
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|
2020
Q2 | $299K | Buy |
|
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|
2020
Q1 | $223K | Sell |
|
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|
2019
Q4 | $498K | Sell |
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|
2019
Q3 | $467K | Buy |
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|
2019
Q2 | $427K | Buy |
|
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|
2019
Q1 | $444K | Sell |
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|
2018
Q4 | $407K | Buy |
|