WealthTrust Axiom’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 | $862K | Sell |
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|
2025
Q1 | $894K | Buy |
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|
2024
Q4 | $816K | Buy |
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|
2024
Q3 | $914K | Sell |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $991K | Sell |
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|
2023
Q3 | $918K | Buy |
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|
2023
Q2 | $728K | Buy |
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|
2023
Q1 | $774K | Buy |
|
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|
2022
Q4 | $794K | Sell |
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|
2022
Q3 | $629K | Buy |
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|
2022
Q2 | $638K | Buy |
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|
2022
Q1 | $671K | Sell |
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|
2021
Q4 | $566K | Sell |
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|
2021
Q3 | $555K | Sell |
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|
2021
Q2 | $691K | Sell |
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|
2021
Q1 | $707K | Sell |
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|
2020
Q4 | $641K | Buy |
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|
2020
Q3 | $462K | Buy |
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|
2020
Q2 | $631K | Sell |
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|
2020
Q1 | $491K | Buy |
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|
2019
Q4 | $300K | Buy |
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|
2019
Q3 | $275K | Sell |
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|
2019
Q2 | $274K | Sell |
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|
2019
Q1 | $289K | Sell |
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|
2018
Q4 | $263K | Buy |
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|
2018
Q3 | $344K | Buy |
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|
2018
Q2 | $342K | Buy |
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|
2018
Q1 | $292K | Sell |
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|
2017
Q4 | $314K | Sell |
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|
2017
Q3 | $288K | Sell |
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|
2017
Q2 | $293K | Sell |
|
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|
2017
Q1 | $288K | Buy |
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|
2016
Q4 | $314K | Sell |
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|
2016
Q3 | $294K | Buy |
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|
2016
Q2 | $289K | Buy |
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|
2016
Q1 | $314K | Sell |
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|
2015
Q4 | $382K | Sell |
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|
2015
Q3 | $359K | Buy |
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|
2015
Q2 | $376K | Sell |
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|
2015
Q1 | $369K | Buy |
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|
2014
Q4 | $325K | Buy |
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|
2014
Q3 | $336K | Buy |
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|
2014
Q2 | $332K | Buy |
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|
2014
Q1 | $318K | Buy |
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|
2013
Q4 | $318K | Sell |
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|
2013
Q3 | $250K | Sell |
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|
2013
Q2 | $277K | Buy |
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