Colonial Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.98M | Sell |
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|
2025
Q2 | $4.78M | Sell |
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|
2025
Q1 | $5.28M | Buy |
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|
2024
Q4 | $4.84M | Sell |
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|
2024
Q3 | $5.76M | Buy |
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|
2024
Q2 | $6.09M | Buy |
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|
2024
Q1 | $7.03M | Sell |
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|
2023
Q4 | $5.92M | Sell |
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|
2023
Q3 | $5.37M | Buy |
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|
2023
Q2 | $4.2M | Buy |
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|
2023
Q1 | $4.29M | Buy |
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|
2022
Q4 | $4.35M | Buy |
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|
2022
Q3 | $3.29M | Buy |
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|
2022
Q2 | $3.15M | Buy |
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|
2022
Q1 | $3.27M | Buy |
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|
2021
Q4 | $2.62M | Buy |
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|
2021
Q3 | $2.5M | Buy |
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|
2021
Q2 | $3.04M | Buy |
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|
2021
Q1 | $2.79M | Sell |
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|
2020
Q4 | $2.66M | Buy |
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|
2020
Q3 | $1.86M | Sell |
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|
2020
Q2 | $2.64M | Sell |
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|
2020
Q1 | $2.13M | Sell |
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|
2019
Q4 | $4.76M | Buy |
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|
2019
Q3 | $4.35M | Buy |
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|
2019
Q2 | $3.78M | Buy |
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|
2019
Q1 | $2.97M | Buy |
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|
2018
Q4 | $787K | Buy |
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|
2018
Q3 | $635K | Sell |
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|
2018
Q2 | $650K | Sell |
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|
2018
Q1 | $563K | Sell |
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|
2017
Q4 | $665K | Buy |
|
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|
2017
Q3 | $539K | Hold |
|
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|
2017
Q2 | $487K | Buy |
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|
2017
Q1 | $416K | Buy |
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|
2016
Q4 | $448K | Hold |
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|
2016
Q3 | $417K | Buy |
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|
2016
Q2 | $389K | Buy |
|
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|
2016
Q1 | $416K | Hold |
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|
2015
Q4 | $393K | Sell |
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|
2015
Q3 | $373K | Hold |
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|
2015
Q2 | $391K | Buy |
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|
2015
Q1 | $366K | Buy |
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|
2014
Q4 | $162K | Sell |
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|
2014
Q3 | $388K | Sell |
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|
2014
Q2 | $388K | Hold |
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|
2014
Q1 | $372K | Hold |
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|
2013
Q4 | $372K | Buy |
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|
2013
Q3 | $276K | Buy |
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|
2013
Q2 | $255K | Buy |
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