Chicago Partners Investment Group’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 | $1.52M | Buy |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $787K | Buy |
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|
2024
Q4 | $768K | Buy |
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|
2024
Q3 | $831K | Sell |
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|
2024
Q2 | $963K | Buy |
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|
2024
Q1 | $869K | Sell |
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|
2023
Q4 | $739K | Buy |
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|
2023
Q3 | $623K | Buy |
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|
2023
Q2 | $598K | Buy |
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|
2023
Q1 | $536K | Buy |
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|
2022
Q4 | $500K | Buy |
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|
2022
Q3 | $512K | Buy |
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|
2022
Q2 | $343K | Buy |
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|
2022
Q1 | $360K | Buy |
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|
2021
Q4 | $280K | Buy |
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|
2021
Q3 | $240K | Buy |
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|
2021
Q2 | $226K | Buy |
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|
2021
Q1 | $222K | Buy |
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|
2020
Q4 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $293K | Sell |
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|
2019
Q3 | $316K | Buy |
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|
2019
Q2 | $279K | Buy |
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|
2019
Q1 | $257K | Sell |
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|
2018
Q4 | $254K | Sell |
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|
2018
Q3 | $274K | Hold |
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|
2018
Q2 | $313K | Hold |
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|
2018
Q1 | $267K | Sell |
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|
2017
Q4 | $298K | Buy |
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|
2017
Q3 | $255K | Buy |
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|
2017
Q2 | $76K | Sell |
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|
2017
Q1 | $205K | Sell |
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|
2016
Q4 | $303K | Sell |
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|
2016
Q3 | $289K | Buy |
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|
2016
Q2 | $14K | Hold |
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|
2016
Q1 | $15K | Hold |
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|
2015
Q4 | $14K | Hold |
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|
2015
Q3 | $13K | Hold |
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|
2015
Q2 | $14K | Sell |
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|
2015
Q1 | $14K | Buy |
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|
2014
Q4 | $7K | Buy |
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