Fisher Asset 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
Q2 | $921K | Buy |
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|
2025
Q1 | $766K | Buy |
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|
2024
Q4 | $702K | Buy |
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|
2024
Q3 | $688K | Sell |
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|
2024
Q2 | $797K | Sell |
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|
2024
Q1 | $980K | Sell |
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|
2023
Q4 | $934K | Sell |
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|
2023
Q3 | $990K | Buy |
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|
2023
Q2 | $551K | Buy |
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|
2023
Q1 | $499K | Sell |
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|
2022
Q4 | $554K | Buy |
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|
2022
Q3 | $358K | Sell |
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|
2022
Q2 | $481K | Sell |
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|
2022
Q1 | $682K | Buy |
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|
2021
Q4 | $424K | Sell |
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|
2021
Q3 | $419K | Buy |
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|
2021
Q2 | $385K | Sell |
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|
2021
Q1 | $411K | Sell |
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|
2020
Q4 | $644K | Buy |
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|
2020
Q3 | $330K | Buy |
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|
2020
Q2 | $449K | Sell |
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|
2020
Q1 | $438K | Buy |
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|
2019
Q4 | $775K | Buy |
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|
2019
Q3 | $559K | Buy |
|
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|
2019
Q2 | $431K | Buy |
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|
2019
Q1 | $419K | Buy |
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|
2018
Q4 | $369K | Sell |
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|
2018
Q3 | $518K | Buy |
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|
2018
Q2 | $514K | Buy |
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|
2018
Q1 | $357K | Sell |
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|
2017
Q4 | $461K | Buy |
|
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|
2017
Q3 | $311K | Sell |
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|
2017
Q2 | $285K | Sell |
|
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|
2017
Q1 | $429K | Sell |
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|
2016
Q4 | $762K | Buy |
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|
2016
Q3 | $564K | Sell |
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|
2016
Q2 | $561K | Sell |
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|
2016
Q1 | $879K | Buy |
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|
2015
Q4 | $721K | Sell |
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|
2015
Q3 | $715K | Buy |
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|
2015
Q2 | $539K | Buy |
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|
2015
Q1 | $516K | Sell |
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|
2014
Q4 | $607K | Sell |
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|
2014
Q3 | $715K | Buy |
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|
2014
Q2 | $661K | Sell |
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|
2014
Q1 | $669K | Sell |
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|
2013
Q4 | $683K | Sell |
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|
2013
Q3 | $677K | Buy |
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|
2013
Q2 | $494K | Buy |
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