Courier Capital’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 | $446K | Sell |
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|
2025
Q2 | $403K | Hold |
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|
2025
Q1 | $417K | Hold |
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|
2024
Q4 | $385K | Sell |
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|
2024
Q3 | $464K | Hold |
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|
2024
Q2 | $498K | Hold |
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|
2024
Q1 | $576K | Hold |
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|
2023
Q4 | $470K | Hold |
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|
2023
Q3 | $424K | Sell |
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|
2023
Q2 | $346K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $237K | Buy |
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|
2017
Q4 | $250K | Sell |
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|
2017
Q3 | $242K | Buy |
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|
2017
Q2 | $202K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $218K | Sell |
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|
2016
Q3 | $244K | Sell |
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|
2016
Q2 | $324K | Buy |
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|
2016
Q1 | $262K | Buy |
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|
2015
Q4 | $239K | Hold |
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|
2015
Q3 | $225K | Hold |
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|
2015
Q2 | $236K | Buy |
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|
2015
Q1 | $223K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $213K | Sell |
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|
2014
Q1 | $209K | Hold |
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|
2013
Q4 | $209K | Sell |
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|
2013
Q3 | $224K | Buy |
|