Fiduciary Group’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 | $889K | Hold |
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|
2025
Q1 | $920K | Hold |
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|
2024
Q4 | $849K | Sell |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $968K | Sell |
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|
2023
Q2 | $780K | Sell |
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|
2023
Q1 | $834K | Sell |
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|
2022
Q4 | $858K | Buy |
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|
2022
Q3 | $856K | Buy |
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|
2022
Q2 | $709K | Buy |
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|
2022
Q1 | $713K | Buy |
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|
2021
Q4 | $551K | Hold |
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|
2021
Q3 | $625K | Hold |
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|
2021
Q2 | $545K | Hold |
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|
2021
Q1 | $615K | Sell |
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|
2020
Q4 | $615K | Sell |
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|
2020
Q3 | $480K | Sell |
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|
2020
Q2 | $829K | Buy |
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|
2020
Q1 | $613K | Sell |
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|
2019
Q4 | $7.9M | Buy |
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|
2019
Q3 | $7.18M | Buy |
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|
2019
Q2 | $6.29M | Buy |
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|
2019
Q1 | $6.23M | Buy |
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|
2018
Q4 | $5.55M | Buy |
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|
2018
Q3 | $6.72M | Sell |
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|
2018
Q2 | $6.79M | Sell |
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|
2018
Q1 | $5.96M | Buy |
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|
2017
Q4 | $6.09M | Buy |
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|
2017
Q3 | $5.48M | Buy |
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|
2017
Q2 | $4.3M | Buy |
|
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|
2017
Q1 | $3.56M | Buy |
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|
2016
Q4 | $3.42M | Buy |
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|
2016
Q3 | $3.06M | Sell |
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|
2016
Q2 | $3.05M | Buy |
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|
2016
Q1 | $3.16M | Buy |
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|
2015
Q4 | $2.86M | Buy |
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|
2015
Q3 | $1.53M | Sell |
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|
2015
Q2 | $1.65M | Buy |
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