Bradley Foster & Sargent’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 | $934K | Sell |
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|
2025
Q2 | $843K | Sell |
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|
2025
Q1 | $900K | Sell |
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|
2024
Q4 | $852K | Sell |
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|
2024
Q3 | $993K | Buy |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $949K | Sell |
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|
2023
Q3 | $694K | Hold |
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|
2023
Q2 | $694K | Buy |
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|
2023
Q1 | $731K | Sell |
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|
2022
Q4 | $774K | Sell |
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|
2022
Q3 | $842K | Sell |
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|
2022
Q2 | $859K | Buy |
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|
2022
Q1 | $866K | Buy |
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|
2021
Q4 | $444K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $221K | Hold |
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|
2021
Q1 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $373K | Sell |
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|
2019
Q3 | $356K | Buy |
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|
2019
Q2 | $303K | Sell |
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|
2019
Q1 | $333K | Sell |
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|
2018
Q4 | $404K | Buy |
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|
2018
Q3 | $456K | Buy |
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|
2018
Q2 | $447K | Sell |
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|
2018
Q1 | $405K | Sell |
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|
2017
Q4 | $475K | Buy |
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|
2017
Q3 | $324K | Buy |
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|
2017
Q2 | $246K | Buy |
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|
2017
Q1 | $232K | Buy |
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|
2016
Q4 | $252K | Sell |
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|
2016
Q3 | $245K | Sell |
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|
2016
Q2 | $281K | Sell |
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|
2016
Q1 | $317K | Buy |
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|
2015
Q4 | $262K | Sell |
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|
2015
Q3 | $267K | Hold |
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|
2015
Q2 | $280K | Hold |
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|
2015
Q1 | $273K | Hold |
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|
2014
Q4 | $249K | Hold |
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|
2014
Q3 | $283K | Sell |
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|
2014
Q2 | $292K | Buy |
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|
2014
Q1 | $273K | Sell |
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|
2013
Q4 | $281K | Sell |
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|
2013
Q3 | $217K | Hold |
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|
2013
Q2 | $221K | Buy |
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