Delta Investment 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
Q3 | – | Sell |
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|
2025
Q2 | $216K | Sell |
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|
2025
Q1 | $246K | Sell |
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|
2024
Q4 | $243K | Buy |
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|
2024
Q3 | $278K | Sell |
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|
2024
Q2 | $309K | Sell |
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|
2024
Q1 | $358K | Buy |
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|
2023
Q4 | $278K | Buy |
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|
2023
Q3 | $250K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $263K | Hold |
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|
2021
Q2 | $322K | Hold |
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|
2021
Q1 | $306K | Hold |
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|
2020
Q4 | $262K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $269K | Hold |
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|
2020
Q1 | $201K | Sell |
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|
2019
Q4 | $478K | Buy |
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|
2019
Q3 | $215K | Sell |
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|
2019
Q2 | $254K | Buy |
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