Cannell & Spears’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 | $1.52M | Sell |
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|
2025
Q1 | $1.6M | Buy |
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|
2024
Q4 | $1.33M | Sell |
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|
2024
Q3 | $1.55M | Buy |
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|
2024
Q2 | $1.58M | Hold |
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|
2024
Q1 | $1.83M | Buy |
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|
2023
Q4 | $283K | Hold |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $202K | Sell |
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|
2023
Q1 | $218K | Buy |
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|
2022
Q4 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Sell |
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|
2019
Q3 | $581K | Buy |
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|
2019
Q2 | $526K | Hold |
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|
2019
Q1 | $535K | Hold |
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|
2018
Q4 | $484K | Hold |
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|
2018
Q3 | $634K | Hold |
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|
2018
Q2 | $631K | Sell |
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|
2018
Q1 | $558K | Sell |
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|
2017
Q4 | $837K | Sell |
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|
2017
Q3 | $1.09M | Hold |
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|
2017
Q2 | $981K | Buy |
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|
2017
Q1 | $646K | Hold |
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|
2016
Q4 | $705K | Sell |
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|
2016
Q3 | $659K | Hold |
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|
2016
Q2 | $649K | Sell |
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|
2016
Q1 | $710K | Hold |
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|
2015
Q4 | $670K | Hold |
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|
2015
Q3 | $630K | Hold |
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|
2015
Q2 | $660K | Sell |
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|
2015
Q1 | $645K | Hold |
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|
2014
Q4 | $588K | Buy |
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|
2014
Q3 | $372K | Buy |
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|
2014
Q2 | $366K | Sell |
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|
2014
Q1 | $389K | Sell |
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|
2013
Q4 | $490K | Sell |
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|
2013
Q3 | $631K | Buy |
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|
2013
Q2 | $297K | Buy |
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