Bridges Investment 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
Q3 | $744K | Buy |
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|
2025
Q2 | $532K | Sell |
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|
2025
Q1 | $618K | Buy |
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|
2024
Q4 | $458K | Buy |
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|
2024
Q3 | $528K | Buy |
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|
2024
Q2 | $518K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $283K | Sell |
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|
2020
Q3 | $222K | Sell |
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|
2020
Q2 | $311K | Sell |
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|
2020
Q1 | $239K | Buy |
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|
2019
Q4 | $487K | Sell |
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|
2019
Q3 | $458K | Hold |
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|
2019
Q2 | $419K | Sell |
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|
2019
Q1 | $502K | Sell |
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|
2018
Q4 | $469K | Buy |
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|
2018
Q3 | $253K | Hold |
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|
2018
Q2 | $252K | Sell |
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|
2018
Q1 | $221K | Buy |
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|
2017
Q4 | $217K | Buy |
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