B. Metzler seel. Sohn & Co’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Sell |
21,262
-5,976
| -22% | -$713K | 0.02% | 331 |
|
|
2025
Q1 | $3.36M | Sell |
27,238
-9,031
| -25% | -$1.12M | 0.03% | 249 |
|
|
2024
Q4 | $4.12M | Sell |
36,269
-541
| -1% | -$61.5K | 0.04% | 195 |
|
|
2024
Q3 | $4.84M | Sell |
36,810
-2,630
| -7% | -$346K | 0.05% | 197 |
|
|
2024
Q2 | $5.57M | Sell |
39,440
-14,581
| -27% | -$2.06M | 0.05% | 163 |
|
|
2024
Q1 | $8.82M | Sell |
54,021
-9,721
| -15% | -$1.59M | 0.1% | 116 |
|
|
2023
Q4 | $8.49M | Buy |
63,742
+19,390
| +44% | +$2.58M | 0.11% | 109 |
|
|
2023
Q3 | $5.33M | Sell |
44,352
-2,663
| -6% | -$320K | 0.08% | 150 |
|
|
2023
Q2 | $4.48M | Buy |
47,015
+13,427
| +40% | +$1.28M | 0.06% | 219 |
|
|
2023
Q1 | $3.41M | Buy |
33,588
+632
| +2% | +$64.1K | 0.05% | 203 |
|
|
2022
Q4 | $3.43M | Sell |
32,956
-892
| -3% | -$92.8K | 0.06% | 201 |
|
|
2022
Q3 | $2.73M | Sell |
33,848
-605
| -2% | -$48.9K | 0.05% | 227 |
|
|
2022
Q2 | $2.83M | Buy |
34,453
+5,750
| +20% | +$471K | 0.05% | 233 |
|
|
2022
Q1 | $2.48M | Buy |
28,703
+717
| +3% | +$61.9K | 0.03% | 294 |
|
|
2021
Q4 | $2.03M | Buy |
27,986
+6,884
| +33% | +$499K | 0.03% | 326 |
|
|
2021
Q3 | $1.48M | Buy |
21,102
+674
| +3% | +$47.2K | 0.02% | 364 |
|
|
2021
Q2 | $1.75M | Buy |
20,428
+22
| +0.1% | +$1.89K | 0.03% | 322 |
|
|
2021
Q1 | $1.66M | Buy |
20,406
+1,132
| +6% | +$92.3K | 0.03% | 332 |
|
|
2020
Q4 | $1.36M | Buy |
+19,274
| New | +$1.36M | 0.03% | 341 |
|