Wellington Shields & Co’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 | $249K | Hold |
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|
2025
Q2 | $219K | Hold |
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|
2025
Q1 | $226K | Hold |
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|
2024
Q4 | $209K | Hold |
|
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|
2024
Q3 | $241K | Hold |
|
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|
2024
Q2 | $259K | Hold |
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|
2024
Q1 | $299K | Hold |
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|
2023
Q4 | $244K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $175K | Hold |
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|
2023
Q1 | $186K | Hold |
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|
2022
Q4 | $191K | Hold |
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|
2022
Q3 | $148K | Hold |
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|
2022
Q2 | $150K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $207K | Hold |
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|
2018
Q2 | $206K | Buy |
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