Financial Management Professionals’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 | $104K | Buy |
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|
2025
Q2 | $90.3K | Sell |
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|
2025
Q1 | $185K | Sell |
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|
2024
Q4 | $171K | Buy |
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|
2024
Q3 | $196K | Buy |
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|
2024
Q2 | $156K | Buy |
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|
2024
Q1 | $126K | Sell |
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|
2023
Q4 | $169K | Hold |
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|
2023
Q3 | $153K | Hold |
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|
2023
Q2 | $121K | Hold |
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|
2023
Q1 | $129K | Buy |
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|
2022
Q4 | $125K | Sell |
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|
2022
Q3 | $123K | Buy |
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|
2022
Q2 | $100K | Buy |
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|
2022
Q1 | $102K | Buy |
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|
2021
Q4 | $83K | Hold |
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|
2021
Q3 | $80K | Sell |
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|
2021
Q2 | $108K | Sell |
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|
2021
Q1 | $120K | Sell |
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|
2020
Q4 | $137K | Sell |
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|
2020
Q3 | $102K | Hold |
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|
2020
Q2 | $142K | Buy |
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|
2020
Q1 | $96K | Sell |
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|
2019
Q4 | $223K | Sell |
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|
2019
Q3 | $227K | Hold |
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|
2019
Q2 | $207K | Hold |
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|
2019
Q1 | $211K | Sell |
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|
2018
Q4 | $195K | Sell |
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|
2018
Q3 | $276K | Buy |
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|
2018
Q2 | $269K | Buy |
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|
2018
Q1 | $150K | Hold |
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|
2017
Q4 | $157K | Hold |
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|
2017
Q3 | $143K | Hold |
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|
2017
Q2 | $129K | Hold |
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|
2017
Q1 | $123K | Hold |
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|
2016
Q4 | $134K | Hold |
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|
2016
Q3 | $125K | Hold |
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|
2016
Q2 | $123K | Hold |
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|
2016
Q1 | $135K | Hold |
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|
2015
Q4 | $127K | Hold |
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|
2015
Q3 | $120K | Hold |
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|
2015
Q2 | $125K | Hold |
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|
2015
Q1 | $123K | Hold |
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|
2014
Q4 | $112K | Hold |
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|
2014
Q3 | $127K | Hold |
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|
2014
Q2 | $125K | Hold |
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|
2014
Q1 | $120K | Buy |
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|
2013
Q4 | $89K | Hold |
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|
2013
Q3 | $66K | Hold |
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|
2013
Q2 | $68K | Buy |
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