Columbia 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
Q3 | $255K | Hold |
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|
2025
Q2 | $224K | Hold |
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|
2025
Q1 | $232K | Hold |
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|
2024
Q4 | $214K | Hold |
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|
2024
Q3 | $247K | Hold |
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|
2024
Q2 | $265K | Hold |
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|
2024
Q1 | $250K | Hold |
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|
2023
Q4 | $250K | Hold |
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|
2023
Q3 | $226K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $152K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $177K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.23K | Sell |
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|
2019
Q3 | $402K | Hold |
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|
2019
Q2 | $368K | Hold |
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|
2019
Q1 | $374K | Hold |
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|
2018
Q4 | $338K | Hold |
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|
2018
Q3 | $443K | Buy |
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|
2018
Q2 | $433K | Hold |
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|
2018
Q1 | $370K | Hold |
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|
2017
Q4 | $390K | Hold |
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|
2017
Q3 | $354K | Hold |
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|
2017
Q2 | $319K | Sell |
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|
2017
Q1 | $332K | Sell |
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|
2016
Q4 | $586K | Sell |
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|
2016
Q3 | $621K | Sell |
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|
2016
Q2 | $796K | Sell |
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|
2016
Q1 | $1.01M | Sell |
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|
2015
Q4 | $1.02M | Sell |
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|
2015
Q3 | $1.07M | Sell |
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|
2015
Q2 | $1.23M | Buy |
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|
2015
Q1 | $1.05M | Buy |
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|
2014
Q4 | $785K | Buy |
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|
2014
Q3 | $750K | Buy |
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|
2014
Q2 | $468K | Buy |
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|
2014
Q1 | $399K | Buy |
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|
2013
Q4 | $383K | Buy |
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