Wealthcare Advisory Partners’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 | $1.34M | Sell |
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|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.7M | Buy |
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|
2024
Q1 | $1.85M | Buy |
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|
2023
Q4 | $632K | Sell |
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|
2023
Q3 | $613K | Buy |
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|
2023
Q2 | $434K | Sell |
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|
2023
Q1 | $605K | Buy |
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|
2022
Q4 | $570K | Buy |
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|
2022
Q3 | $299K | Buy |
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|
2022
Q2 | $261K | Buy |
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|
2022
Q1 | $232K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $203K | Buy |
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|
2021
Q1 | $190K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $90K | Sell |
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|
2019
Q4 | $215K | Sell |
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|
2019
Q3 | $203K | Buy |
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|
2019
Q2 | $169K | Buy |
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|
2019
Q1 | $172K | Sell |
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|
2018
Q4 | $159K | Sell |
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|
2018
Q3 | $210K | Sell |
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|
2018
Q2 | $225K | Buy |
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|
2018
Q1 | $180K | Sell |
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|
2017
Q4 | $235K | Buy |
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|
2017
Q3 | $141K | Buy |
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