Dorsey & Whitney Trust’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 | $877K | Sell |
|
|||||
|
2025
Q2 | $1.4M | Sell |
|
|||||
|
2025
Q1 | $1.95M | Sell |
|
|||||
|
2024
Q4 | $1.92M | Buy |
|
|||||
|
2024
Q3 | $1.46M | Buy |
|
|||||
|
2024
Q2 | $362K | Buy |
|
|||||
|
2024
Q1 | $408K | Sell |
|
|||||
|
2023
Q4 | $357K | Buy |
|
|||||
|
2023
Q3 | $279K | Buy |
|
|||||
|
2023
Q2 | $220K | Sell |
|
|||||
|
2023
Q1 | $422K | Buy |
|
|||||
|
2022
Q4 | $338K | Buy |
|
|||||
|
2022
Q3 | $259K | Buy |
|
|||||
|
2022
Q2 | $248K | Buy |
|
|||||
|
2022
Q1 | $253K | Sell |
|
|||||
|
2021
Q4 | $212K | Sell |
|
|||||
|
2021
Q3 | $234K | Sell |
|
|||||
|
2021
Q2 | $290K | Sell |
|
|||||
|
2021
Q1 | $305K | Sell |
|
|||||
|
2020
Q4 | $297K | Sell |
|
|||||
|
2020
Q3 | $301K | Buy |
|
|||||
|
2020
Q2 | $291K | Sell |
|
|||||
|
2020
Q1 | $305K | Sell |
|
|||||
|
2019
Q4 | $768K | Buy |
|
|||||
|
2019
Q3 | $599K | Buy |
|
|||||
|
2019
Q2 | $507K | Sell |
|
|||||
|
2019
Q1 | $519K | Buy |
|
|||||
|
2018
Q4 | $460K | Sell |
|
|||||
|
2018
Q3 | $676K | Buy |
|
|||||
|
2018
Q2 | $662K | Sell |
|
|||||
|
2018
Q1 | $625K | Hold |
|
|||||
|
2017
Q4 | $659K | Hold |
|
|||||
|
2017
Q3 | $598K | Sell |
|
|||||
|
2017
Q2 | $543K | Buy |
|
|||||
|
2017
Q1 | $439K | Hold |
|
|||||
|
2016
Q4 | $479K | Sell |
|
|||||
|
2016
Q3 | $643K | Sell |
|
|||||
|
2016
Q2 | $721K | Sell |
|
|||||
|
2016
Q1 | $824K | Sell |
|
|||||
|
2015
Q4 | $801K | Buy |
|
|||||
|
2015
Q3 | $740K | Buy |
|
|||||
|
2015
Q2 | $712K | Buy |
|
|||||
|
2015
Q1 | $651K | Hold |
|
|||||
|
2014
Q4 | $593K | Hold |
|
|||||
|
2014
Q3 | $674K | Buy |
|
|||||
|
2014
Q2 | $471K | Buy |
|
|||||
|
2014
Q1 | $365K | Sell |
|
|||||
|
2013
Q4 | $583K | Hold |
|
|||||
|
2013
Q3 | $439K | Buy |
|
|||||
|
2013
Q2 | $382K | Buy |
|