Caption 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
Hold
2024
Q3
Hold
2024
Q2
Hold
2024
Q1
Hold
2023
Q1
Sell
2022
Q4
$31.2K Sell
2022
Q3
$2.41M Hold
2022
Q2
$2.45M Buy
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Hold
2020
Q3
Hold
2020
Q2
Hold
2020
Q1
Hold
2018
Q1
Sell
2017
Q4
$4.69M Buy