Weaver Consulting Group’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 | $401K | Sell |
|
|||||
|
2025
Q1 | $454K | Sell |
|
|||||
|
2024
Q4 | $423K | Sell |
|
|||||
|
2024
Q3 | $489K | Sell |
|
|||||
|
2024
Q2 | $652K | Sell |
|
|||||
|
2024
Q1 | $820K | Hold |
|
|||||
|
2023
Q4 | $669K | Sell |
|
|||||
|
2023
Q3 | $609K | Sell |
|
|||||
|
2023
Q2 | $486K | Buy |
|
|||||
|
2023
Q1 | $517K | Hold |
|
|||||
|
2022
Q4 | $530K | Sell |
|
|||||
|
2022
Q3 | $419K | Buy |
|
|||||
|
2022
Q2 | $426K | Sell |
|
|||||
|
2022
Q1 | $475K | Hold |
|
|||||
|
2021
Q4 | $398K | Buy |
|
|||||
|
2021
Q3 | $382K | Buy |
|
|||||
|
2021
Q2 | $462K | Sell |
|
|||||
|
2021
Q1 | $474K | Hold |
|
|||||
|
2020
Q4 | $406K | Buy |
|
|||||
|
2020
Q3 | $42K | Hold |
|
|||||
|
2020
Q2 | $58K | Hold |
|
|||||
|
2020
Q1 | $44K | Sell |
|
|||||
|
2019
Q4 | $109K | Buy |
|
|||||
|
2019
Q3 | $89K | Sell |
|
|||||
|
2019
Q2 | $85K | Hold |
|
|||||
|
2019
Q1 | $78K | Buy |
|