BBR Partners’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 | – | Sell |
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|
2025
Q1 | $1.33M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.87M | Buy |
|
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|
2023
Q4 | $1.44M | Sell |
|
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|
2023
Q3 | $1.3M | Buy |
|
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.1M | Buy |
|
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|
2022
Q4 | $1.12M | Hold |
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|
2022
Q3 | $869K | Sell |
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|
2022
Q2 | $987K | Hold |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $911K | Hold |
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|
2021
Q3 | $880K | Sell |
|
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $1.14M | Buy |
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|
2020
Q4 | $979K | Sell |
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|
2020
Q3 | $1.02M | Buy |
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|
2020
Q2 | $1.32M | Sell |
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|
2020
Q1 | $991K | Buy |
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|
2019
Q4 | $2.06M | Buy |
|