F.L. Putnam Investment 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
Q3 | $428K | Buy |
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|
2025
Q2 | $304K | Sell |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $554K | Sell |
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|
2024
Q3 | $645K | Sell |
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|
2024
Q2 | $962K | Buy |
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|
2024
Q1 | $841K | Buy |
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|
2023
Q4 | $635K | Sell |
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|
2023
Q3 | $577K | Buy |
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|
2023
Q2 | $436K | Sell |
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|
2023
Q1 | $506K | Sell |
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|
2022
Q4 | $532K | Buy |
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|
2022
Q3 | $396K | Buy |
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|
2022
Q2 | $397K | Sell |
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|
2022
Q1 | $519K | Buy |
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|
2021
Q4 | $430K | Sell |
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|
2021
Q3 | $458K | Sell |
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|
2021
Q2 | $572K | Buy |
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|
2021
Q1 | $535K | Sell |
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|
2020
Q4 | $470K | Sell |
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|
2020
Q3 | $483K | Sell |
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|
2020
Q2 | $769K | Buy |
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|
2020
Q1 | $493K | Sell |
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|
2019
Q4 | $1.22M | Buy |
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|
2019
Q3 | $996K | Buy |
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|
2019
Q2 | $252K | Sell |
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|
2019
Q1 | $329K | Buy |
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|
2018
Q4 | $288K | Buy |
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|
2018
Q3 | $329K | Buy |
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|
2018
Q2 | $313K | Buy |
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|
2018
Q1 | $256K | Hold |
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|
2017
Q4 | $270K | Hold |
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|
2017
Q3 | $245K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.4M | Sell |
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|
2016
Q1 | $1.85M | Buy |
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|
2015
Q4 | $1.72M | Buy |
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|
2015
Q3 | $1.5M | Buy |
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|
2015
Q2 | $683K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $3.11M | Buy |
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|
2014
Q2 | $2.99M | Buy |
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|
2014
Q1 | $2.74M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $418K | Buy |
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|
2013
Q2 | $423K | Buy |
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