Chicago Trust’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 | $911K | Buy |
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|
2025
Q2 | $503K | Buy |
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|
2025
Q1 | $470K | Buy |
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|
2024
Q4 | $294K | Sell |
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|
2024
Q3 | $424K | Sell |
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|
2024
Q2 | $459K | Buy |
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|
2024
Q1 | $494K | Buy |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $411K | Buy |
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|
2023
Q2 | $326K | Sell |
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|
2023
Q1 | $375K | Sell |
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|
2022
Q4 | $451K | Buy |
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|
2022
Q3 | $301K | Buy |
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|
2022
Q2 | $267K | Sell |
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|
2022
Q1 | $289K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $367K | Sell |
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|
2019
Q3 | $349K | Buy |
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|
2019
Q2 | $313 | Buy |
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|
2019
Q1 | $301 | Sell |
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|
2018
Q4 | $314 | Sell |
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|
2018
Q3 | $483K | Sell |
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|
2018
Q2 | $536K | Sell |
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|
2018
Q1 | $620K | Sell |
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|
2017
Q4 | $2.26M | Buy |
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|
2017
Q3 | $2.04K | Buy |
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|
2017
Q2 | $1.82K | Buy |
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|
2017
Q1 | $1.74K | Sell |
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|
2016
Q4 | $1.92M | Buy |
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|
2016
Q3 | $1.61M | Buy |
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|
2016
Q2 | $1.27M | Buy |
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|
2016
Q1 | $1.36M | Sell |
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|
2015
Q4 | $1.35M | Buy |
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|
2015
Q3 | $1.2M | Buy |
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|
2015
Q2 | $1.22M | Sell |
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|
2015
Q1 | $1.2M | Buy |
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