Exeter Financial’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 | $2M | Hold |
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|
2025
Q2 | $1.76M | Buy |
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|
2025
Q1 | $1.6M | Buy |
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|
2024
Q4 | $1.45M | Buy |
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|
2024
Q3 | $1.45M | Hold |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $1.89M | Sell |
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|
2023
Q4 | $1.55M | Sell |
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|
2023
Q3 | $1.5M | Hold |
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|
2023
Q2 | $1.27M | Hold |
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|
2023
Q1 | $1.31M | Hold |
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|
2022
Q4 | $1.3M | Hold |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $970K | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $964K | Sell |
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|
2021
Q3 | $826K | Hold |
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|
2021
Q2 | $1.04M | Hold |
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|
2021
Q1 | $962K | Buy |
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|
2020
Q4 | $801K | Hold |
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|
2020
Q3 | $594K | Buy |
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|
2020
Q2 | $539K | Sell |
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|
2020
Q1 | $465K | Buy |
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