DT Investment Partners’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 | $2.7M | Sell |
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|
2025
Q1 | $2.92M | Sell |
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|
2024
Q4 | $3.51M | Sell |
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|
2024
Q3 | $8.01M | Hold |
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|
2024
Q2 | $8.6M | Hold |
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|
2024
Q1 | $9.95M | Sell |
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|
2023
Q4 | $10.4M | Hold |
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|
2023
Q3 | $8.77M | Sell |
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|
2023
Q2 | $9.33M | Buy |
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|
2023
Q1 | $8.17M | Buy |
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|
2022
Q4 | $7.59M | Hold |
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|
2022
Q3 | $5.89M | Buy |
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|
2022
Q2 | $5.41M | Sell |
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|
2022
Q1 | $5.74M | Sell |
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|
2021
Q4 | $4.96M | Sell |
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|
2021
Q3 | $4.84M | Buy |
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|
2021
Q2 | $5.75M | Sell |
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|
2021
Q1 | $6.27M | Sell |
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|
2020
Q4 | $5.72M | Hold |
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|
2020
Q3 | $4.24M | Hold |
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|
2020
Q2 | $5.88M | Sell |
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|
2020
Q1 | $4.39M | Sell |
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|
2019
Q4 | $18M | Buy |
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|
2019
Q3 | $4.42M | Buy |
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|
2019
Q2 | $3.91M | Buy |
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