Bridges Investment Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Sell |
4,457
-550
| -11% | -$65.6K | 0.01% | 284 |
|
|
2025
Q1 | $618K | Buy |
5,007
+990
| +25% | +$122K | 0.01% | 271 |
|
|
2024
Q4 | $458K | Buy |
4,017
+4
| +0.1% | +$456 | 0.01% | 296 |
|
|
2024
Q3 | $528K | Buy |
4,013
+345
| +9% | +$45.4K | 0.01% | 274 |
|
|
2024
Q2 | $518K | Buy |
+3,668
| New | +$518K | 0.01% | 267 |
|
|
2021
Q1 | – | Sell |
-4,049
| Closed | -$283K | – | 222 |
|
|
2020
Q4 | $283K | Sell |
4,049
-225
| -5% | -$15.7K | 0.01% | 200 |
|
|
2020
Q3 | $222K | Sell |
4,274
-50
| -1% | -$2.6K | 0.01% | 208 |
|
|
2020
Q2 | $311K | Sell |
4,324
-142
| -3% | -$10.2K | 0.01% | 189 |
|
|
2020
Q1 | $239K | Buy |
4,466
+92
| +2% | +$4.92K | 0.01% | 202 |
|
|
2019
Q4 | $487K | Sell |
4,374
-100
| -2% | -$11.1K | 0.02% | 198 |
|
|
2019
Q3 | $458K | Hold |
4,474
| – | – | 0.02% | 302 |
|
|
2019
Q2 | $419K | Sell |
4,474
-800
| -15% | -$74.9K | 0.02% | 317 |
|
|
2019
Q1 | $502K | Sell |
5,274
-166
| -3% | -$15.8K | 0.02% | 263 |
|
|
2018
Q4 | $469K | Buy |
5,440
+3,190
| +142% | +$275K | 0.02% | 255 |
|
|
2018
Q3 | $253K | Hold |
2,250
| – | – | 0.01% | 248 |
|
|
2018
Q2 | $252K | Sell |
2,250
-50
| -2% | -$5.6K | 0.01% | 240 |
|
|
2018
Q1 | $221K | Buy |
2,300
+150
| +7% | +$14.4K | 0.01% | 242 |
|
|
2017
Q4 | $217K | Buy |
+2,150
| New | +$217K | 0.02% | 189 |
|