Chesley Taft & Associates’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$252K Buy
2014
Q4
Sell
2014
Q3
$272K Sell
2014
Q2
$272K Buy
2014
Q1
$259K Sell
2013
Q4
$279K Buy
2013
Q3
Sell
2013
Q2
$782K Buy