Curi RMB 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 | $852K | Buy |
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|
2025
Q2 | $745K | Buy |
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|
2025
Q1 | $336K | Buy |
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $216K | Buy |
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|
2024
Q2 | $201K | Sell |
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|
2024
Q1 | $624K | Buy |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $363K | Buy |
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|
2023
Q2 | $273K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $245K | Buy |
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|
2021
Q2 | $296K | Buy |
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|
2021
Q1 | $278K | Hold |
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|
2020
Q4 | $238K | Sell |
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|
2020
Q3 | $203K | Sell |
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|
2020
Q2 | $339K | Sell |
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|
2020
Q1 | $333K | Buy |
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|
2019
Q4 | $677K | Sell |
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|
2019
Q3 | $641K | Sell |
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|
2019
Q2 | $588K | Sell |
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|
2019
Q1 | $695K | Buy |
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|
2018
Q4 | $520K | Sell |
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|
2018
Q3 | $783K | Sell |
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|
2018
Q2 | $805K | Sell |
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|
2018
Q1 | $730K | Buy |
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|
2017
Q4 | $686K | Buy |
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|
2017
Q3 | $537K | Buy |
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|
2017
Q2 | $479K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $209K | Buy |
|