West Branch 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 | $37.4K | Hold |
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|
2025
Q2 | $32.8K | Hold |
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|
2025
Q1 | $34K | Hold |
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|
2024
Q4 | $31.3K | Hold |
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|
2024
Q3 | $36.1K | Hold |
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|
2024
Q2 | $38.8K | Hold |
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|
2024
Q1 | $44.9K | Hold |
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|
2023
Q4 | $36.6K | Buy |
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|
2023
Q3 | $22K | Hold |
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|
2023
Q2 | $17.5K | Hold |
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|
2023
Q1 | $18.6K | Hold |
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|
2022
Q4 | $19.1K | Buy |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $8K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $203K | Buy |
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