Erste 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 | $1.27M | Buy |
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|
2025
Q1 | $779K | Buy |
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|
2024
Q4 | – | Hold |
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|
2024
Q3 | – | Hold |
|
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $986K | Sell |
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|
2023
Q4 | $2.16M | Buy |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.1M | Hold |
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $634K | Buy |
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|
2022
Q1 | – | Hold |
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|
2021
Q4 | – | Hold |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $453K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $398K | Hold |
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|
2020
Q2 | $523K | Hold |
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|
2020
Q1 | $413K | Buy |
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|
2019
Q4 | – | Hold |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $642K | Hold |
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|
2019
Q1 | $670K | Hold |
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|
2018
Q4 | $601K | Buy |
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