Equitable Holdings’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 | $1.6M | Buy |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $958K | Buy |
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|
2023
Q2 | $664K | Buy |
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|
2023
Q1 | $570K | Sell |
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|
2022
Q4 | $600K | Sell |
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|
2022
Q3 | $482K | Buy |
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|
2022
Q2 | $396K | Buy |
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|
2022
Q1 | $414K | Buy |
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|
2021
Q4 | $297K | Buy |
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|
2021
Q3 | $283K | Buy |
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|
2021
Q2 | $270K | Sell |
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|
2021
Q1 | $260K | Sell |
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|
2020
Q4 | $282K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $255K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $307K | Buy |
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