Essex Savings Bank’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
Q3 | $731K | Sell |
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|
2025
Q2 | $643K | Sell |
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|
2025
Q1 | $685K | Sell |
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|
2024
Q4 | $633K | Buy |
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|
2024
Q3 | $727K | Sell |
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|
2024
Q2 | $782K | Sell |
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|
2024
Q1 | $739K | Hold |
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|
2023
Q4 | $739K | Buy |
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|
2023
Q3 | $614K | Buy |
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|
2023
Q2 | $487K | Sell |
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|
2023
Q1 | $581K | Buy |
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|
2022
Q4 | $595K | Sell |
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|
2022
Q3 | $461K | Sell |
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|
2022
Q2 | $471K | Buy |
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|
2022
Q1 | $496K | Sell |
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|
2021
Q4 | $418K | Sell |
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|
2021
Q3 | $441K | Buy |
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|
2021
Q2 | $484K | Buy |
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|
2021
Q1 | $467K | Sell |
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|
2020
Q4 | $415K | Sell |
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|
2020
Q3 | $337K | Sell |
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|
2020
Q2 | $540K | Buy |
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|
2020
Q1 | $363K | Sell |
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|
2019
Q4 | $1.04M | Sell |
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|
2019
Q3 | $1.07M | Sell |
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|
2019
Q2 | $1.41M | Buy |
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|
2019
Q1 | $921K | Sell |
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|
2018
Q4 | $835K | Buy |
|