Cidel Asset Management’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
Q2 | $920K | Buy |
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|
2025
Q1 | $875K | Buy |
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|
2024
Q4 | $749K | Buy |
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|
2024
Q3 | $819K | Buy |
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|
2024
Q2 | $864K | Sell |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $875K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $21.2M | Buy |
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|
2019
Q3 | $17M | Sell |
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|
2019
Q2 | $22.3M | Buy |
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|
2019
Q1 | $20.2M | Buy |
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|
2018
Q4 | $16.2M | Buy |
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|
2018
Q3 | $20.8M | Sell |
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|
2018
Q2 | $23.4M | Sell |
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|
2018
Q1 | $28.3M | Sell |
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|
2017
Q4 | $24.5M | Buy |
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|
2017
Q3 | $17.7M | Buy |
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|
2017
Q2 | $13.7M | Buy |
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|
2017
Q1 | $13.1M | Sell |
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|
2016
Q4 | $19.4M | Buy |
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|
2016
Q3 | $17.4M | Buy |
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|
2016
Q2 | $15M | Buy |
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|
2016
Q1 | $11.7M | Sell |
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|
2015
Q4 | $14.4M | Sell |
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|
2015
Q3 | $14.4M | Buy |
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|
2015
Q2 | $11.3M | Buy |
|