Envestnet Asset Management’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 | $198M | Sell |
|
|||||
|
2025
Q1 | $218M | Buy |
|
|||||
|
2024
Q4 | $197M | Sell |
|
|||||
|
2024
Q3 | $245M | Buy |
|
|||||
|
2024
Q2 | $262M | Sell |
|
|||||
|
2024
Q1 | $326M | Buy |
|
|||||
|
2023
Q4 | $262M | Buy |
|
|||||
|
2023
Q3 | $234M | Buy |
|
|||||
|
2023
Q2 | $152M | Sell |
|
|||||
|
2023
Q1 | $156M | Buy |
|
|||||
|
2022
Q4 | $150M | Buy |
|
|||||
|
2022
Q3 | $108M | Buy |
|
|||||
|
2022
Q2 | $82.6M | Buy |
|
|||||
|
2022
Q1 | $78.5M | Buy |
|
|||||
|
2021
Q4 | $63.7M | Buy |
|
|||||
|
2021
Q3 | $58.1M | Sell |
|
|||||
|
2021
Q2 | $81.6M | Sell |
|
|||||
|
2021
Q1 | $84.3M | Buy |
|
|||||
|
2020
Q4 | $43.3M | Buy |
|
|||||
|
2020
Q3 | $30.7M | Buy |
|
|||||
|
2020
Q2 | $42.3M | Sell |
|
|||||
|
2020
Q1 | $32.6M | Sell |
|
|||||
|
2019
Q4 | $67.7M | Sell |
|
|||||
|
2019
Q3 | $77.2M | Buy |
|
|||||
|
2019
Q2 | $55.6M | Buy |
|
|||||
|
2019
Q1 | $46M | Sell |
|
|||||
|
2018
Q4 | $42.2M | Buy |
|
|||||
|
2018
Q3 | $13.8M | Sell |
|
|||||
|
2018
Q2 | $22.3M | Buy |
|
|||||
|
2018
Q1 | $8.19M | Sell |
|
|||||
|
2017
Q4 | $22.1M | Sell |
|
|||||
|
2017
Q3 | $20.2M | Buy |
|
|||||
|
2017
Q2 | $18.2M | Buy |
|
|||||
|
2017
Q1 | $16.5M | Buy |
|
|||||
|
2016
Q4 | $16.5M | Buy |
|
|||||
|
2016
Q3 | $13.7M | Sell |
|
|||||
|
2016
Q2 | $18.7M | Buy |
|
|||||
|
2016
Q1 | $19.1M | Buy |
|
|||||
|
2015
Q4 | $17.3M | Buy |
|
|||||
|
2015
Q3 | $15.4M | Buy |
|
|||||
|
2015
Q2 | $15.4M | Buy |
|
|||||
|
2015
Q1 | $14.2M | Buy |
|
|||||
|
2014
Q4 | $606K | Sell |
|
|||||
|
2014
Q3 | $763K | Buy |
|
|||||
|
2014
Q2 | $362K | Buy |
|
|||||
|
2014
Q1 | $190K | Sell |
|
|||||
|
2013
Q4 | $192K | Buy |
|
|||||
|
2013
Q3 | $123K | Sell |
|
|||||
|
2013
Q2 | $214K | Buy |
|