Crossmark Global Holdings’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
20,646
+321
| +2% | +$38.3K | 0.04% | 376 |
|
|
2025
Q1 | $2.51M | Buy |
20,325
+1,250
| +7% | +$154K | 0.04% | 361 |
|
|
2024
Q4 | $2.17M | Sell |
19,075
-1,796
| -9% | -$205K | 0.04% | 382 |
|
|
2024
Q3 | $2.74M | Sell |
20,871
-49,669
| -70% | -$6.53M | 0.05% | 337 |
|
|
2024
Q2 | $9.96M | Sell |
70,540
-12,472
| -15% | -$1.76M | 0.19% | 130 |
|
|
2024
Q1 | $13.6M | Sell |
83,012
-706
| -0.8% | -$115K | 0.26% | 92 |
|
|
2023
Q4 | $11.1M | Sell |
83,718
-1,019
| -1% | -$136K | 0.23% | 111 |
|
|
2023
Q3 | $9.52M | Sell |
84,737
-9,530
| -10% | -$1.07M | 0.22% | 124 |
|
|
2023
Q2 | $10.4M | Buy |
94,267
+16,134
| +21% | +$1.78M | 0.22% | 120 |
|
|
2023
Q1 | $7.92M | Buy |
78,133
+9,345
| +14% | +$947K | 0.19% | 143 |
|
|
2022
Q4 | $7.16M | Sell |
68,788
-10,928
| -14% | -$1.14M | 0.18% | 150 |
|
|
2022
Q3 | $6.44M | Buy |
79,716
+36,679
| +85% | +$2.96M | 0.18% | 142 |
|
|
2022
Q2 | $3.53M | Buy |
43,037
+7,935
| +23% | +$650K | 0.09% | 248 |
|
|
2022
Q1 | $3.03M | Sell |
35,102
-1,492
| -4% | -$129K | 0.07% | 293 |
|
|
2021
Q4 | $2.65M | Sell |
36,594
-101,097
| -73% | -$7.33M | 0.06% | 328 |
|
|
2021
Q3 | $9.64M | Sell |
137,691
-5,369
| -4% | -$376K | 0.23% | 115 |
|
|
2021
Q2 | $12.3M | Buy |
143,060
+16,466
| +13% | +$1.41M | 0.29% | 89 |
|
|
2021
Q1 | $10.3M | Buy |
126,594
+3,544
| +3% | +$289K | 0.26% | 97 |
|
|
2020
Q4 | $8.61M | Buy |
123,050
+94,975
| +338% | +$6.64M | 0.22% | 115 |
|
|
2020
Q3 | $1.46M | Sell |
28,075
-4,889
| -15% | -$253K | 0.04% | 433 |
|
|
2020
Q2 | $2.37M | Buy |
32,964
+2,027
| +7% | +$146K | 0.07% | 299 |
|
|
2020
Q1 | $1.66M | Buy |
30,937
+531
| +2% | +$28.5K | 0.06% | 322 |
|
|
2019
Q4 | $3.39M | Sell |
30,406
-17,790
| -37% | -$1.98M | 0.09% | 244 |
|
|
2019
Q3 | $4.94M | Sell |
48,196
-1,079
| -2% | -$110K | 0.14% | 174 |
|
|
2019
Q2 | $4.61M | Buy |
49,275
+2,157
| +5% | +$202K | 0.13% | 191 |
|
|
2019
Q1 | $4.48M | Sell |
47,118
-568
| -1% | -$54.1K | 0.13% | 196 |
|
|
2018
Q4 | $4.11M | Buy |
47,686
+649
| +1% | +$55.9K | 0.13% | 201 |
|
|
2018
Q3 | $5.3M | Sell |
47,037
-2,387
| -5% | -$269K | 0.13% | 187 |
|
|
2018
Q2 | $5.55M | Sell |
49,424
-743
| -1% | -$83.4K | 0.15% | 165 |
|
|
2018
Q1 | $4.81M | Sell |
50,167
-5,096
| -9% | -$489K | 0.12% | 202 |
|
|
2017
Q4 | $5.59M | Sell |
55,263
-71,015
| -56% | -$7.18M | 0.13% | 188 |
|
|
2017
Q3 | $11.6M | Buy |
+126,278
| New | +$11.6M | 0.3% | 71 |
|
|
2016
Q3 | $11.6M | Buy |
+126,278
| New | +$11.6M | 0.3% | 71 |
|