Wealth Enhancement Advisory Services’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
Q2 | $23.7M | Buy |
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|
2025
Q1 | $19.6M | Buy |
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|
2024
Q4 | $15.1M | Buy |
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|
2024
Q3 | $16.2M | Buy |
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|
2024
Q2 | $16.1M | Sell |
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|
2024
Q1 | $20M | Buy |
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|
2023
Q4 | $15.6M | Buy |
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|
2023
Q3 | $11.8M | Buy |
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|
2023
Q2 | $283K | Sell |
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|
2023
Q1 | $9.89M | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.76M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.09M | Buy |
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|
2019
Q3 | $924K | Sell |
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|
2019
Q2 | $3.01M | Buy |
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|
2019
Q1 | $1.05M | Buy |
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|
2018
Q4 | $915K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.73M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $914K | Sell |
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|
2016
Q4 | $3.65M | Buy |
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|
2016
Q3 | $840K | Buy |
|