Denali Advisors’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 | $560K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $108K | Hold |
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|
2023
Q2 | $85.8K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $270K | Sell |
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|
2020
Q2 | $1.81M | Sell |
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|
2020
Q1 | $6.75M | Buy |
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|
2019
Q4 | $9.1M | Sell |
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|
2019
Q3 | $10.5M | Buy |
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|
2019
Q2 | $9.35M | Buy |
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|
2019
Q1 | $6.82M | Buy |
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|
2018
Q4 | $4.84M | Hold |
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|
2018
Q3 | $6.33M | Buy |
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|
2018
Q2 | $6.08M | Buy |
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|
2018
Q1 | $4.74M | Hold |
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|
2017
Q4 | $5M | Sell |
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|
2017
Q3 | $4.55M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $368K | Sell |
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|
2016
Q4 | $1.04M | Sell |
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|
2016
Q3 | $1.13M | Buy |
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|
2016
Q2 | $1.11M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $162K | Sell |
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|
2013
Q3 | $619K | Sell |
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|
2013
Q2 | $813K | Buy |
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