Waverly 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
Q3 | $5.63M | Sell |
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|
2025
Q2 | $5.73M | Sell |
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|
2025
Q1 | $6.23M | Buy |
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|
2024
Q4 | $836K | Buy |
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|
2024
Q3 | $681K | Sell |
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|
2024
Q2 | $748K | Buy |
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|
2024
Q1 | $800K | Buy |
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|
2023
Q4 | $322K | Sell |
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|
2023
Q3 | $310K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $12K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $21K | Hold |
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|
2015
Q2 | $22K | Buy |
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|
2015
Q1 | $12K | Hold |
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|
2014
Q4 | $11K | Sell |
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|
2014
Q3 | $20K | Sell |
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|
2014
Q2 | $360K | Buy |
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|
2014
Q1 | $344K | Buy |
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|
2013
Q4 | $17K | Buy |
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|
2013
Q3 | $10K | Buy |
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