Deseret Mutual Benefit Administrators’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 | $232K | Buy |
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|
2025
Q2 | $183K | Hold |
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|
2025
Q1 | $190K | Buy |
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|
2024
Q4 | $160K | Sell |
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|
2024
Q3 | $188K | Hold |
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|
2024
Q2 | $202K | Sell |
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|
2024
Q1 | $246K | Hold |
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|
2023
Q4 | $201K | Sell |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $228K | Hold |
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|
2023
Q1 | $242K | Sell |
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|
2022
Q4 | $264K | Sell |
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|
2022
Q3 | $400K | Sell |
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|
2022
Q2 | $507K | Hold |
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|
2022
Q1 | $534K | Sell |
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|
2021
Q4 | $514K | Sell |
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|
2021
Q3 | $515K | Sell |
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|
2021
Q2 | $799K | Buy |
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