Worth Financial Advisory Group’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 | $609K | Sell |
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|
2025
Q1 | $649K | Sell |
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|
2024
Q4 | $611K | Sell |
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|
2024
Q3 | $714K | Buy |
|
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|
2024
Q2 | $757K | Buy |
|
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|
2024
Q1 | $870K | Buy |
|
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|
2023
Q4 | $662K | Sell |
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|
2023
Q3 | $669K | Hold |
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|
2023
Q2 | $531K | Sell |
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|
2023
Q1 | $582K | Sell |
|
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|
2022
Q4 | $624K | Buy |
|