WealthBridge Capital Management’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 | $201K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $381K | Buy |
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|
2024
Q2 | $290K | Buy |
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|
2024
Q1 | $325K | Buy |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $223K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q4 | $217K | Sell |
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|
2022
Q3 | $360K | Hold |
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|
2022
Q2 | $360K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $82K | Sell |
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|
2018
Q4 | $84K | Buy |
|