WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $463K | Buy |
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|
2023
Q3 | $418K | Buy |
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|
2023
Q2 | $330K | Buy |
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|
2023
Q1 | $348K | Sell |
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|
2022
Q4 | $377K | Sell |
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|
2022
Q3 | $502K | Sell |
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|
2022
Q2 | $741K | Sell |
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|
2022
Q1 | $798K | Buy |
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|
2021
Q4 | $618K | Sell |
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|
2021
Q3 | $600K | Sell |
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|
2021
Q2 | $743K | Buy |
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|
2021
Q1 | $325K | Sell |
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|
2020
Q4 | $325K | Buy |
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|
2020
Q3 | $236K | Sell |
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|
2020
Q2 | $356K | Sell |
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|
2020
Q1 | $267K | Buy |
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|
2019
Q4 | $286K | Hold |
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|
2019
Q3 | $263K | Sell |
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|
2019
Q2 | $247K | Buy |
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|
2019
Q1 | $202K | Sell |
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|
2018
Q4 | $212K | Sell |
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|
2018
Q3 | $300K | Buy |
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|
2018
Q2 | $284K | Buy |
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|
2018
Q1 | $210K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $227K | Buy |
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