American Research & Management Company’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $303K | Hold |
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|
2022
Q2 | $308K | Hold |
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|
2022
Q1 | $324K | Hold |
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|
2021
Q4 | $272K | Buy |
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $316K | Sell |
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|
2021
Q1 | $309K | Sell |
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|
2020
Q4 | $296K | Hold |
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|
2020
Q3 | $219K | Hold |
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|
2020
Q2 | $304K | Hold |
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|
2020
Q1 | $227K | Hold |
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|
2019
Q4 | $472K | Hold |
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|
2019
Q3 | $434K | Hold |
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|
2019
Q2 | $396K | Hold |
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|
2019
Q1 | $403K | Hold |
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|
2018
Q4 | $365K | Hold |
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|
2018
Q3 | $477K | Hold |
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|
2018
Q2 | $476K | Hold |
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|
2018
Q1 | $406K | Hold |
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|
2017
Q4 | $428K | Sell |
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|
2017
Q3 | $452K | Hold |
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|
2017
Q2 | $408K | Hold |
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|
2017
Q1 | $391K | Hold |
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|
2016
Q4 | $426K | Hold |
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|
2016
Q3 | $397K | Buy |
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|
2016
Q2 | $367K | Sell |
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|
2016
Q1 | $405K | Hold |
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|
2015
Q4 | $383K | Hold |
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|
2015
Q3 | $360K | Sell |
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|
2015
Q2 | $382K | Hold |
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|
2015
Q1 | $373K | Hold |
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|
2014
Q4 | $340K | Hold |
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|
2014
Q3 | $386K | Hold |
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|
2014
Q2 | $381K | Hold |
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|
2014
Q1 | $365K | Hold |
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|
2013
Q4 | $366K | Sell |
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|
2013
Q3 | $279K | Hold |
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|
2013
Q2 | $284K | Buy |
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