Alpine Woods Capital Investors’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 | $1.43M | Buy |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $308K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $271K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $665K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $793K | Buy |
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|
2019
Q4 | $481K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $576K | Sell |
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|
2017
Q4 | $1.06M | Sell |
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|
2017
Q3 | $1.05M | Sell |
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|
2017
Q2 | $1.03M | Buy |
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|
2017
Q1 | $951K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $9.12M | Sell |
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|
2015
Q3 | $15.4M | Buy |
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|
2015
Q2 | $7.29M | Sell |
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|
2015
Q1 | $11M | Sell |
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|
2014
Q4 | $11M | Buy |
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