Franklin Street Advisors’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
Q4 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $340K | Sell |
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|
2019
Q3 | $341K | Hold |
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|
2019
Q2 | $311K | Sell |
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|
2019
Q1 | $320K | Sell |
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|
2018
Q4 | $291K | Hold |
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|
2018
Q3 | $381K | Sell |
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|
2018
Q2 | $421K | Hold |
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|
2018
Q1 | $360K | Sell |
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|
2017
Q4 | $431K | Buy |
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|
2017
Q3 | $363K | Sell |
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|
2017
Q2 | $333K | Buy |
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|
2017
Q1 | $315K | Buy |
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|
2016
Q4 | $311K | Buy |
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|
2016
Q3 | $284K | Hold |
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|
2016
Q2 | $279K | Hold |
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|
2016
Q1 | $305K | Sell |
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|
2015
Q4 | $313K | Sell |
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|
2015
Q3 | $336K | Sell |
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|
2015
Q2 | $368K | Buy |
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|
2015
Q1 | $296K | Sell |
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|
2014
Q4 | $342K | Sell |
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|
2014
Q3 | $404K | Hold |
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|
2014
Q2 | $400K | Hold |
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|
2014
Q1 | $383K | Sell |
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|
2013
Q4 | $507K | Hold |
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|
2013
Q3 | $380K | Buy |
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|
2013
Q2 | $372K | Buy |
|