XML Financial’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 | $2.37M | Sell |
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|
2025
Q2 | $2.09M | Buy |
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|
2025
Q1 | $2.16M | Sell |
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|
2024
Q4 | $1.99M | Sell |
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|
2024
Q3 | $2.34M | Buy |
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|
2024
Q2 | $2.41M | Sell |
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|
2024
Q1 | $2.86M | Sell |
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|
2023
Q4 | $3.05M | Buy |
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|
2023
Q3 | $2.52M | Sell |
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|
2023
Q2 | $2.03M | Sell |
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|
2023
Q1 | $2.26M | Buy |
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|
2022
Q4 | $2.22M | Hold |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.78M | Buy |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.22M | Buy |
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