Barrett Asset Management’s Phillips 66 PSX Stock Holding History

Barrett Asset Management’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$206K	Hold
2021 Q4	$173K	Sell
2021 Q3	$265K	Hold
2021 Q2	$324K	Buy
2021 Q1	$259K	Hold
2020 Q4	$222K	Buy
2020 Q3	$163K	Hold
2020 Q2	$226K	Hold
2020 Q1	$169K	Sell
2019 Q4	$378K	Hold
2019 Q3	$348K	Hold
2019 Q2	$318K	Hold
2019 Q1	$323K	Hold
2018 Q4	$293K	Hold
2018 Q3	$383K	Hold
2018 Q2	$382K	Hold
2018 Q1	$326K	Hold
2017 Q4	$344K	Buy
2017 Q3	$184K	Buy
2017 Q2	$146K	Hold
2017 Q1	$140K	Buy
2016 Q4	$148K	Hold
2016 Q3	$138K	Hold
2016 Q2	$136K	Sell
2016 Q1	$151K	Hold
2015 Q4	$143K	Buy
2015 Q3	$132K	Hold
2015 Q2	$138K	Hold
2015 Q1	$135K	Hold
2014 Q4	$123K	Hold
2014 Q3	$139K	Hold
2014 Q2	$138K	Hold
2014 Q1	$132K	Hold
2013 Q4	$132K	Sell
2013 Q3	$164K	Hold
2013 Q2	$167K	Buy