ARS Investment Partners’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 | $411K | Sell |
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|
2025
Q2 | $380K | Hold |
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|
2025
Q1 | $363K | Hold |
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|
2024
Q4 | $363K | Buy |
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|
2024
Q3 | $406K | Hold |
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|
2024
Q2 | $436K | Sell |
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|
2024
Q1 | $568K | Hold |
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|
2023
Q4 | $463K | Hold |
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|
2023
Q3 | $418K | Hold |
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|
2023
Q2 | $331K | Sell |
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|
2023
Q1 | $492K | Hold |
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|
2022
Q4 | $505K | Sell |
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|
2022
Q3 | $1.59M | Buy |
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|
2022
Q2 | $398K | Hold |
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|
2022
Q1 | $419K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $19.4M | Buy |
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|
2019
Q3 | $16.9M | Sell |
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|
2019
Q2 | $21M | Buy |
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|
2019
Q1 | $17.7M | Sell |
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|
2018
Q4 | $16.3M | Sell |
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|
2018
Q3 | $21.8M | Buy |
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|
2018
Q2 | $21.5M | Sell |
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|
2018
Q1 | $24.5M | Buy |
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|
2017
Q4 | $17.6M | Sell |
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|
2017
Q3 | $16.1M | Sell |
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|
2017
Q2 | $14.5M | Sell |
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|
2017
Q1 | $14.1M | Sell |
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|
2016
Q4 | $15.4M | Buy |
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|
2016
Q3 | $14.2M | Sell |
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|
2016
Q2 | $14.2M | Sell |
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|
2016
Q1 | $16.5M | Buy |
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|
2015
Q4 | $13.8M | Sell |
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|
2015
Q3 | $13.4M | Sell |
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|
2015
Q2 | $14.3M | Sell |
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|
2015
Q1 | $14.8M | Sell |
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|
2014
Q4 | $23.1M | Sell |
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|
2014
Q3 | $27.6M | Buy |
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|
2014
Q2 | $27.1M | Sell |
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|
2014
Q1 | $26.5M | Sell |
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|
2013
Q4 | $27.1M | Sell |
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|
2013
Q3 | $24.8M | Sell |
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|
2013
Q2 | $26.3M | Buy |
|