Bank Julius Baer & Co’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 | $43.6K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $316K | Buy |
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|
2024
Q1 | $300K | Buy |
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|
2023
Q4 | $244K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $16K | Sell |
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|
2021
Q3 | $184K | Sell |
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|
2021
Q2 | $598K | Sell |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $87K | Buy |
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|
2020
Q3 | $35K | Sell |
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|
2020
Q2 | $64K | Sell |
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|
2020
Q1 | $69K | Buy |
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