Wealth Alliance Advisory Group’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 | $1.12M | Sell |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $995K | Sell |
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|
2024
Q3 | $1.2M | Hold |
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|
2024
Q2 | $1.29M | Sell |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $789K | Buy |
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|
2023
Q1 | $811K | Sell |
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|
2022
Q4 | $1.62M | Buy |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.27M | Buy |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $984K | Buy |
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|
2021
Q3 | $937K | Sell |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $1.21M | Sell |
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|
2020
Q4 | $1.05M | Sell |
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|
2020
Q3 | $784K | Sell |
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|
2020
Q2 | $1.56M | Buy |
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|
2020
Q1 | $1.16M | Sell |
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|
2019
Q4 | $2.41M | Buy |
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|
2019
Q3 | $2.3M | Hold |
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|
2019
Q2 | $2.18M | Hold |
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|
2019
Q1 | $1.87M | Buy |
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|
2018
Q4 | $1.76M | Buy |
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|
2018
Q3 | $2.06M | Hold |
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|
2018
Q2 | $2.05M | Sell |
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|
2018
Q1 | $1.76M | Buy |
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|
2017
Q4 | $1.09M | Buy |
|