Edmond de Rothschild Holding’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $237K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $344K | Sell |
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|
2023
Q4 | $581K | Buy |
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|
2023
Q3 | $475K | Hold |
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|
2023
Q2 | $377K | Hold |
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|
2023
Q1 | $401K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $10K | Sell |
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|
2021
Q2 | $66K | Sell |
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|
2021
Q1 | $1.66M | Sell |
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|
2020
Q4 | $1.63M | Buy |
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|
2020
Q3 | $712K | Buy |
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|
2020
Q2 | $571K | Buy |
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|
2020
Q1 | $223K | Buy |
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|
2019
Q4 | $104K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $51K | Sell |
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|
2017
Q1 | $63K | Sell |
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|
2016
Q4 | $72K | Buy |
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|
2016
Q3 | $62K | Sell |
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|
2016
Q2 | $78K | Sell |
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|
2016
Q1 | $641K | Sell |
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|
2015
Q4 | $630K | Sell |
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|
2015
Q3 | $630K | Sell |
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|
2015
Q2 | $701K | Buy |
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