Bartlett & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.44M | Sell |
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|
2023
Q3 | $2.25M | Sell |
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|
2023
Q2 | $1.79M | Buy |
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|
2023
Q1 | $1.35M | Hold |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $1.08M | Hold |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $1.57M | Buy |
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|
2021
Q4 | $986K | Sell |
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|
2021
Q3 | $974K | Buy |
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|
2021
Q2 | $1.18M | Hold |
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|
2021
Q1 | $1.12M | Sell |
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|
2020
Q4 | $960K | Sell |
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|
2020
Q3 | $746K | Sell |
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|
2020
Q2 | $1.08M | Sell |
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|
2020
Q1 | $833K | Buy |
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|
2019
Q3 | $1.55M | Buy |
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|
2019
Q2 | $310K | Buy |
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|
2019
Q1 | $315K | Hold |
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|
2018
Q4 | $285K | Buy |
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|
2018
Q3 | $340K | Buy |
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|
2018
Q2 | $331K | Hold |
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|
2018
Q1 | $283K | Hold |
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|
2017
Q4 | $298K | Hold |
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|
2017
Q3 | $270K | Buy |
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|
2017
Q2 | $211K | Buy |
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|
2017
Q1 | $123K | Hold |
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|
2016
Q4 | $134K | Hold |
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|
2016
Q3 | $125K | Hold |
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|
2016
Q2 | $123K | Hold |
|
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|
2016
Q1 | $134K | Sell |
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|
2015
Q4 | $131K | Sell |
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|
2015
Q3 | $149K | Hold |
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|
2015
Q2 | $156K | Hold |
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|
2015
Q1 | $152K | Hold |
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|
2014
Q4 | $139K | Hold |
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|
2014
Q3 | $158K | Sell |
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|
2014
Q2 | $160K | Sell |
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|
2014
Q1 | $207K | Buy |
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|
2013
Q4 | $174K | Sell |
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|
2013
Q3 | $145K | Sell |
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|
2013
Q2 | $184K | Buy |
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