Cresset 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 | $2.41M | Buy |
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|
2025
Q1 | $2.36M | Sell |
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|
2024
Q4 | $2.28M | Sell |
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|
2024
Q3 | $6.35M | Sell |
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|
2024
Q2 | $7.89M | Buy |
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|
2024
Q1 | $7.77M | Buy |
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|
2023
Q4 | $5.51M | Buy |
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|
2023
Q3 | $4.97M | Sell |
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|
2023
Q2 | $4.83M | Buy |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.28M | Buy |
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|
2022
Q2 | $1.28M | Sell |
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|
2022
Q1 | $2.03M | Buy |
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|
2021
Q4 | $423K | Sell |
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|
2021
Q3 | $506K | Buy |
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|
2021
Q2 | $340K | Buy |
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|
2021
Q1 | $262K | Buy |
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|
2020
Q4 | $213K | Sell |
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|
2020
Q3 | $200K | Sell |
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|
2020
Q2 | $329K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $456K | Buy |
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|
2019
Q3 | $346K | Buy |
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|
2019
Q2 | $283K | Buy |
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|
2019
Q1 | $237K | Buy |
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|
2018
Q4 | $98K | Buy |
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