Westbourne Investment 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
Q3 | $779K | Sell |
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|
2025
Q2 | $685K | Hold |
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|
2025
Q1 | $709K | Sell |
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|
2024
Q4 | $665K | Sell |
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|
2024
Q3 | $770K | Sell |
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|
2024
Q2 | $830K | Hold |
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|
2024
Q1 | $960K | Sell |
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|
2023
Q4 | $796K | Sell |
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|
2023
Q3 | $723K | Sell |
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|
2023
Q2 | $588K | Sell |
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|
2023
Q1 | $627K | Sell |
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|
2022
Q4 | $663K | Sell |
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|
2022
Q3 | $591K | Sell |
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|
2022
Q2 | $603K | Buy |
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|
2022
Q1 | $515K | Sell |
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|
2021
Q4 | $440K | Buy |
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|
2021
Q3 | $307K | Hold |
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|
2021
Q2 | $376K | Sell |
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|
2021
Q1 | $359K | Hold |
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|
2020
Q4 | $308K | Hold |
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|
2020
Q3 | $228K | Buy |
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|
2020
Q2 | $232K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $320K | Sell |
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|
2019
Q3 | $387K | Hold |
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|
2019
Q2 | $353K | Sell |
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|
2019
Q1 | $369K | Sell |
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|
2018
Q4 | $343K | Hold |
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|
2018
Q3 | $449K | Sell |
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|
2018
Q2 | $455K | Hold |
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|
2018
Q1 | $389K | Sell |
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|
2017
Q4 | $430K | Hold |
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|
2017
Q3 | $390K | Hold |
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|
2017
Q2 | $352K | Hold |
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|
2017
Q1 | $337K | Hold |
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|
2016
Q4 | $368K | Hold |
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|
2016
Q3 | $343K | Sell |
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|
2016
Q2 | $345K | Hold |
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|
2016
Q1 | $376K | Sell |
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|
2015
Q4 | $391K | Sell |
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|
2015
Q3 | $369K | Sell |
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|
2015
Q2 | $418K | Buy |
|