AssetMark Inc’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 | $285K | Sell |
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|
2025
Q1 | $379K | Buy |
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|
2024
Q4 | $345K | Buy |
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|
2024
Q3 | $354K | Buy |
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|
2024
Q2 | $314K | Buy |
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|
2024
Q1 | $360K | Buy |
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|
2023
Q4 | $194K | Buy |
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|
2023
Q3 | $19.6K | Buy |
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|
2023
Q2 | $5.91K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.56K | Hold |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $9K | Sell |
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|
2022
Q1 | $11K | Buy |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $7K | Sell |
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|
2021
Q2 | $10K | Sell |
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|
2021
Q1 | $16K | Buy |
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|
2020
Q4 | $10K | Sell |
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|
2020
Q3 | $165K | Buy |
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|
2020
Q2 | $180K | Sell |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $7.65M | Sell |
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|
2019
Q3 | $8.56M | Buy |
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|
2019
Q2 | $7.4M | Buy |
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|
2019
Q1 | $6.96M | Buy |
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|
2018
Q4 | $6.16M | Buy |
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|
2018
Q3 | $298K | Buy |
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|
2018
Q2 | $250K | Sell |
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|
2018
Q1 | $247K | Sell |
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|
2017
Q4 | $292K | Sell |
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|
2017
Q3 | $327K | Buy |
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|
2017
Q2 | $262K | Buy |
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|
2017
Q1 | $182K | Sell |
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|
2016
Q4 | $201K | Buy |
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|
2016
Q3 | $25K | Hold |
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|
2016
Q2 | $24K | Sell |
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|
2016
Q1 | $34K | Buy |
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|
2015
Q4 | $24K | Buy |
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