Cary Street Partners Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.64M | Sell |
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|
2024
Q2 | $3.94M | Sell |
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|
2024
Q1 | $5.23M | Sell |
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|
2023
Q4 | $5.16M | Sell |
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|
2023
Q3 | $4.87M | Sell |
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|
2023
Q2 | $3.96M | Buy |
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|
2023
Q1 | $4.19M | Sell |
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|
2022
Q4 | $4.41M | Sell |
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|
2022
Q3 | $4.35M | Buy |
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|
2022
Q2 | $4.39M | Buy |
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|
2022
Q1 | $4.54M | Buy |
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|
2021
Q4 | $3.78M | Sell |
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|
2021
Q3 | $4M | Buy |
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|
2021
Q2 | $4.74M | Sell |
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|
2021
Q1 | $4.18M | Buy |
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|
2020
Q4 | $3.47M | Buy |
|