West Paces Advisors’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 | $319K | Sell |
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|
2025
Q1 | $514K | Sell |
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|
2024
Q4 | $483K | Sell |
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|
2024
Q3 | $615K | Sell |
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|
2024
Q2 | $664K | Buy |
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|
2024
Q1 | $738K | Buy |
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|
2023
Q4 | $578K | Buy |
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|
2023
Q3 | $396K | Buy |
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|
2023
Q2 | $291K | Sell |
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|
2023
Q1 | $313K | Sell |
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|
2022
Q4 | $322K | Buy |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $261K | Buy |
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|
2021
Q4 | $215K | Sell |
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|
2021
Q3 | $236K | Sell |
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|
2021
Q2 | $291K | Sell |
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|
2021
Q1 | $293K | Buy |
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|
2020
Q4 | $237K | Buy |
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|
2020
Q3 | $172K | Buy |
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|
2020
Q2 | $225K | Buy |
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|
2020
Q1 | $105K | Sell |
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|
2019
Q4 | $386K | Sell |
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|
2019
Q3 | $367K | Hold |
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|
2019
Q2 | $335K | Sell |
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|
2019
Q1 | $343K | Buy |
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|
2018
Q4 | $303K | Sell |
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|
2018
Q3 | $405K | Sell |
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|
2018
Q2 | $406K | Buy |
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|
2018
Q1 | $213K | Buy |
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|
2017
Q4 | $27.2K | Hold |
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|
2017
Q3 | $24.6K | Hold |
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|
2017
Q2 | $22.2K | Hold |
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|
2017
Q1 | $21.3K | Hold |
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|
2016
Q4 | $23.2K | Buy |
|