Charles Schwab’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 | $390M | Buy |
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|
2025
Q1 | $383M | Buy |
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|
2024
Q4 | $342M | Buy |
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|
2024
Q3 | $381M | Buy |
|
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|
2024
Q2 | $407M | Sell |
|
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|
2024
Q1 | $475M | Sell |
|
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|
2023
Q4 | $389M | Buy |
|
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|
2023
Q3 | $348M | Sell |
|
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|
2023
Q2 | $284M | Sell |
|
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|
2023
Q1 | $306M | Sell |
|
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|
2022
Q4 | $318M | Sell |
|
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|
2022
Q3 | $256M | Sell |
|
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|
2022
Q2 | $263M | Sell |
|
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|
2022
Q1 | $277M | Buy |
|
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|
2021
Q4 | $212M | Buy |
|
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|
2021
Q3 | $197M | Buy |
|
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|
2021
Q2 | $237M | Buy |
|
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|
2021
Q1 | $212M | Buy |
|
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|
2020
Q4 | $177M | Buy |
|
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|
2020
Q3 | $125M | Sell |
|
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|
2020
Q2 | $173M | Sell |
|
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|
2020
Q1 | $133M | Buy |
|
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|
2019
Q4 | $267M | Sell |
|
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|
2019
Q3 | $247M | Buy |
|
|||||
|
2019
Q2 | $212M | Buy |
|
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|
2019
Q1 | $211M | Buy |
|
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|
2018
Q4 | $185M | Buy |
|
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|
2018
Q3 | $236M | Buy |
|
|||||
|
2018
Q2 | $228M | Sell |
|
|||||
|
2018
Q1 | $196M | Buy |
|
|||||
|
2017
Q4 | $204M | Buy |
|
|||||
|
2017
Q3 | $180M | Buy |
|
|||||
|
2017
Q2 | $159M | Buy |
|
|||||
|
2017
Q1 | $142M | Buy |
|
|||||
|
2016
Q4 | $148M | Buy |
|
|||||
|
2016
Q3 | $133M | Sell |
|
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|
2016
Q2 | $132M | Buy |
|
|||||
|
2016
Q1 | $141M | Sell |
|
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|
2015
Q4 | $135M | Sell |
|
|||||
|
2015
Q3 | $128M | Sell |
|
|||||
|
2015
Q2 | $146M | Buy |
|
|||||
|
2015
Q1 | $137M | Buy |
|
|||||
|
2014
Q4 | $119M | Buy |
|
|||||
|
2014
Q3 | $134M | Sell |
|
|||||
|
2014
Q2 | $144M | Sell |
|
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|
2014
Q1 | $143M | Buy |
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|
2013
Q4 | $124M | Sell |
|
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|
2013
Q3 | $94.2M | Buy |
|
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|
2013
Q2 | $93.8M | Buy |
|