Belpointe Asset 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 | $431K | Sell |
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|
2025
Q1 | $530K | Sell |
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|
2024
Q4 | $724K | Sell |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $922K | Sell |
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|
2024
Q1 | $1.43M | Sell |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $1.36M | Buy |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $692K | Sell |
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|
2022
Q2 | $720K | Buy |
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|
2022
Q1 | $698K | Buy |
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|
2021
Q4 | $557K | Buy |
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|
2021
Q3 | $359K | Sell |
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|
2021
Q2 | $640K | Buy |
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|
2021
Q1 | $521K | Sell |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $177K | Sell |
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|
2020
Q2 | $292K | Buy |
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|
2020
Q1 | $135K | Sell |
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|
2019
Q4 | $471K | Sell |
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|
2019
Q3 | $979K | Buy |
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|
2019
Q2 | $472K | Sell |
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|
2019
Q1 | $498K | Sell |
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|
2018
Q4 | $949K | Sell |
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|
2018
Q3 | $1.26M | Buy |
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|
2018
Q2 | $778K | Sell |
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|
2018
Q1 | $672K | Sell |
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|
2017
Q4 | $718K | Buy |
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|
2017
Q3 | $640K | Buy |
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