Cary Street Partners Investment Advisory’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 | $51.2K | Buy |
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|
2025
Q1 | $52K | Buy |
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|
2024
Q4 | $27.5K | Sell |
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|
2024
Q3 | $5.29M | Sell |
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|
2024
Q2 | $5.74M | Sell |
|
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|
2024
Q1 | $7.38M | Sell |
|
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|
2023
Q4 | $6.71M | Sell |
|
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|
2023
Q3 | $6.25M | Buy |
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|
2023
Q2 | $1.19M | Sell |
|
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|
2023
Q1 | $1.33M | Sell |
|
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|
2022
Q4 | $1.48M | Sell |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $511K | Buy |
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|
2021
Q4 | $326K | Buy |
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|
2021
Q3 | $305K | Sell |
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|
2021
Q2 | $385K | Sell |
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|
2021
Q1 | $205K | Buy |
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|
2020
Q4 | $340K | Sell |
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|
2020
Q3 | $2.14M | Buy |
|