Delta 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 | $2.03K | Hold |
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|
2025
Q1 | $2.1K | Sell |
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|
2024
Q4 | $2.85K | Hold |
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|
2024
Q3 | $3.29K | Hold |
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|
2024
Q2 | $3.53K | Hold |
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|
2024
Q1 | $4.08K | Hold |
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|
2023
Q4 | $3.33K | Buy |
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|
2023
Q3 | $2.04K | Hold |
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|
2023
Q2 | $1.62K | Hold |
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|
2023
Q1 | $1.72K | Hold |
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|
2022
Q4 | $1.77K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Sell |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $3K | Hold |
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|
2020
Q4 | $3K | Hold |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $278K | Sell |
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|
2019
Q3 | $263K | Buy |
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|
2019
Q2 | $20K | Hold |
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|
2019
Q1 | $21K | Sell |
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|
2018
Q4 | $28K | Sell |
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|
2018
Q3 | $52K | Sell |
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|
2018
Q2 | $67K | Hold |
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|
2018
Q1 | $58K | Hold |
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|
2017
Q4 | $61K | Hold |
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|
2017
Q3 | $55K | Hold |
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|
2017
Q2 | $50K | Hold |
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|
2017
Q1 | $48K | Hold |
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|
2016
Q4 | $52K | Hold |
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|
2016
Q3 | $48K | Hold |
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|
2016
Q2 | $48K | Sell |
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|
2016
Q1 | $56K | Sell |
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|
2015
Q4 | $110K | Buy |
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|
2015
Q3 | $92K | Sell |
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|
2015
Q2 | $110K | Hold |
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|
2015
Q1 | $108K | Buy |
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|
2014
Q4 | $89K | Hold |
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|
2014
Q3 | $100K | Sell |
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|
2014
Q2 | $109K | Sell |
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|
2014
Q1 | $106K | Buy |
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|
2013
Q4 | $47K | Hold |
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|
2013
Q3 | $35K | Sell |
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|
2013
Q2 | $36K | Buy |
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