Epoch 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $776K | Sell |
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|
2024
Q2 | $875K | Buy |
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|
2024
Q1 | $997K | Sell |
|
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|
2023
Q4 | $824K | Sell |
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|
2023
Q3 | $746K | Sell |
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|
2023
Q2 | $593K | Sell |
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|
2023
Q1 | $869K | Sell |
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|
2022
Q4 | $898K | Sell |
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|
2022
Q3 | $717K | Sell |
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|
2022
Q2 | $919K | Buy |
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|
2022
Q1 | $800K | Buy |
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|
2021
Q4 | $384K | Sell |
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|
2021
Q3 | $65.1M | Sell |
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|
2021
Q2 | $97.5M | Sell |
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|
2021
Q1 | $108M | Sell |
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|
2020
Q4 | $104M | Buy |
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|
2020
Q3 | $63.4M | Sell |
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|
2020
Q2 | $91.5M | Sell |
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|
2020
Q1 | $70.2M | Sell |
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|
2019
Q4 | $272M | Sell |
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|
2019
Q3 | $274M | Sell |
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|
2019
Q2 | $267M | Buy |
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|
2019
Q1 | $151M | Sell |
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|
2018
Q4 | $143M | Sell |
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|
2018
Q3 | $189M | Sell |
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|
2018
Q2 | $189K | Sell |
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|
2018
Q1 | $184M | Buy |
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|
2017
Q4 | $188M | Buy |
|