Foster & Motley’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 | $456K | Sell |
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|
2025
Q2 | $410K | Sell |
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|
2025
Q1 | $468K | Buy |
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|
2024
Q4 | $426K | Sell |
|
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|
2024
Q3 | $511K | Sell |
|
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|
2024
Q2 | $579K | Sell |
|
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|
2024
Q1 | $700K | Buy |
|
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|
2023
Q4 | $549K | Buy |
|
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|
2023
Q3 | $495K | Sell |
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|
2023
Q2 | $547K | Hold |
|
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|
2023
Q1 | $581K | Buy |
|
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|
2022
Q4 | $389K | Buy |
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|
2022
Q3 | $300K | Buy |
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|
2022
Q2 | $301K | Sell |
|
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|
2022
Q1 | $318K | Sell |
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|
2021
Q4 | $307K | Sell |
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|
2021
Q3 | $312K | Sell |
|
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|
2021
Q2 | $487K | Sell |
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|
2021
Q1 | $754K | Sell |
|
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|
2020
Q4 | $879K | Sell |
|
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|
2020
Q3 | $744K | Sell |
|
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|
2020
Q2 | $1.1M | Buy |
|
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|
2020
Q1 | $800K | Sell |
|
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|
2019
Q4 | $1.79M | Buy |
|
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|
2019
Q3 | $1.51M | Buy |
|
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|
2019
Q2 | $982K | Buy |
|
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|
2019
Q1 | $994K | Sell |
|
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|
2018
Q4 | $953K | Buy |
|
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|
2018
Q3 | $1.24M | Buy |
|
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|
2018
Q2 | $1.23M | Buy |
|
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|
2018
Q1 | $1.04M | Buy |
|
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|
2017
Q4 | $1.1M | Sell |
|
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|
2017
Q3 | $996K | Sell |
|
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|
2017
Q2 | $903K | Sell |
|
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|
2017
Q1 | $910K | Sell |
|
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|
2016
Q4 | $1.08M | Sell |
|
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|
2016
Q3 | $1.08M | Sell |
|
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|
2016
Q2 | $1.15M | Sell |
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|
2016
Q1 | $1.37M | Sell |
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|
2015
Q4 | $1.43M | Sell |
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|
2015
Q3 | $1.44M | Sell |
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|
2015
Q2 | $1.56M | Sell |
|
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|
2015
Q1 | $1.61M | Sell |
|
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|
2014
Q4 | $1.73M | Sell |
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|
2014
Q3 | $1.99M | Sell |
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|
2014
Q2 | $2.19M | Sell |
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|
2014
Q1 | $2.22M | Sell |
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|
2013
Q4 | $2.35M | Sell |
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|
2013
Q3 | $2.12M | Sell |
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|
2013
Q2 | $5.57M | Buy |
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