WBI Investments’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $534K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $291K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.39M | Buy |
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|
2022
Q4 | $2.59M | Sell |
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|
2022
Q3 | $3.62M | Buy |
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|
2022
Q2 | $3.37M | Buy |
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|
2022
Q1 | $952K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $576K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $8.32M | Buy |
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