Wedmont Private Capital’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 | $1.57M | Buy |
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|
2025
Q2 | $1.49M | Buy |
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|
2025
Q1 | $641K | Sell |
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|
2024
Q4 | $781K | Buy |
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|
2024
Q3 | $832K | Sell |
|
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $819K | Buy |
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|
2023
Q4 | $552K | Buy |
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|
2023
Q3 | $349K | Buy |
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|
2023
Q2 | $288K | Sell |
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|
2023
Q1 | $393K | Buy |
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|
2022
Q4 | $283K | Buy |
|