Wealthspire Advisors (New York)’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 | $1M | Sell |
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|
2025
Q1 | $2.53M | Buy |
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|
2024
Q4 | $1.19M | Sell |
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|
2024
Q3 | $1.46M | Buy |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $1.86M | Sell |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $202K | Sell |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $288K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $266K | Buy |
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|
2021
Q3 | $249K | Sell |
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|
2021
Q2 | $442K | Sell |
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|
2021
Q1 | $813K | Buy |
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|
2020
Q4 | $619K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $629K | Buy |
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|
2019
Q4 | $309K | Buy |
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|
2019
Q3 | $279K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $41K | Buy |
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