WBH Advisory’s Phillips 66 PSX Stock Holding History

WBH Advisory’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$408K	Buy
2023 Q3	$361K	Buy
2023 Q2	$286K	Sell
2023 Q1	$314K	Buy
2022 Q3	$266K	Hold
2022 Q2	$270K	Sell
2022 Q1	$296K	Sell
2021 Q4	$293K	Buy
2021 Q3	$269K	Hold
2021 Q2	$286K	Sell
2021 Q1	$362K	Buy
2020 Q4	$309K	Sell
2020 Q3	$254K	Sell
2020 Q2	$354K	Sell
2020 Q1	$266	Sell
2019 Q4	$579K	Sell
2019 Q3	$543K	Sell
2019 Q2	$538K	Sell
2019 Q1	$570K	Sell
2018 Q4	$516	Buy
2018 Q3	$687K	Sell
2018 Q2	$690K	Sell
2018 Q1	$589K	Buy
2017 Q4	$621K	Sell
2017 Q3	$576K	Sell
2017 Q2	$549K	Sell
2017 Q1	$536K	Sell
2016 Q4	$634K	Sell
2016 Q3	$604K	Hold
2016 Q2	$595K	Sell
2016 Q1	$695K	Sell
2015 Q4	$672	Sell
2015 Q3	$945K	Buy
2015 Q2	$987K	Sell
2015 Q1	$982	Sell
2014 Q4	$951K	Sell
2014 Q3	$1.1M	Sell
2014 Q2	$1.11M	Buy
2014 Q1	$1.07M	Hold
2013 Q4	$1.07M	Buy
2013 Q3	$797K	Sell
2013 Q2	$823K	Buy