CI Investments Inc’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 | $730K | Sell |
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|
2025
Q2 | $2.44M | Buy |
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|
2025
Q1 | $597K | Buy |
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|
2024
Q4 | $539K | Buy |
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|
2024
Q3 | $262K | Sell |
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|
2024
Q2 | $402K | Sell |
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|
2024
Q1 | $615K | Sell |
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|
2023
Q4 | $507K | Sell |
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|
2023
Q3 | $479K | Sell |
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|
2023
Q2 | $464K | Buy |
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|
2023
Q1 | $393K | Buy |
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|
2022
Q4 | $387K | Buy |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $5K | Buy |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $4K | Buy |
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