Choate Investment Advisors’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
$291K Buy
2024
Q3
Sell
2024
Q2
$281K Sell
2024
Q1
$327K Sell
2023
Q4
$343K Buy
2023
Q3
$247K Buy
2017
Q4
Sell
2017
Q3
$227K Sell
2017
Q2
$212K Hold
2017
Q1
$204K Buy