Baldwin Investment Management’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 | $310K | Hold |
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|
2025
Q1 | $321K | Hold |
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|
2024
Q4 | $296K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $262K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $452K | Hold |
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|
2016
Q4 | $493K | Hold |
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|
2016
Q3 | $459K | Sell |
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|
2016
Q2 | $464K | Hold |
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|
2016
Q1 | $507K | Hold |
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|
2015
Q4 | $479K | Hold |
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|
2015
Q3 | $450K | Buy |
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|
2015
Q2 | $326K | Hold |
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|
2015
Q1 | $318K | Hold |
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|
2014
Q4 | $290K | Hold |
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|
2014
Q3 | $329K | Buy |
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|
2014
Q2 | $286K | Hold |
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|
2014
Q1 | $274K | Hold |
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|
2013
Q4 | $274K | Hold |
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|
2013
Q3 | $205K | Hold |
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|
2013
Q2 | $209K | Buy |
|