Freestone Capital Holdings’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 | $560K | Buy |
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|
2025
Q2 | $450K | Sell |
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|
2025
Q1 | $468K | Sell |
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|
2024
Q4 | $433K | Buy |
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|
2024
Q3 | $481K | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $478K | Sell |
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|
2023
Q3 | $433K | Sell |
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|
2023
Q2 | $346K | Sell |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q4 | $384K | Sell |
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|
2022
Q3 | $311K | Sell |
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|
2022
Q2 | $333K | Sell |
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|
2022
Q1 | $403K | Sell |
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|
2021
Q4 | $345K | Sell |
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|
2021
Q3 | $334K | Buy |
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|
2021
Q2 | $388K | Buy |
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|
2021
Q1 | $340K | Hold |
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|
2020
Q4 | $292K | Buy |
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|
2020
Q3 | $212K | Sell |
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|
2020
Q2 | $296 | Sell |
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|
2020
Q1 | $221 | Buy |
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|
2019
Q4 | $450 | Buy |
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|
2019
Q3 | $344 | Buy |
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|
2019
Q2 | $291 | Buy |
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|
2019
Q1 | $291K | Sell |
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|
2018
Q4 | $269K | Buy |
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|
2018
Q3 | $313K | Sell |
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|
2018
Q2 | $320K | Buy |
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|
2018
Q1 | $263K | Sell |
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|
2017
Q4 | $306K | Sell |
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|
2017
Q3 | $305K | Sell |
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|
2017
Q2 | $300K | Sell |
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|
2017
Q1 | $533K | Buy |
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|
2016
Q4 | $551K | Sell |
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|
2016
Q3 | $533K | Sell |
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|
2016
Q2 | $526K | Buy |
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|
2016
Q1 | $545K | Sell |
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|
2015
Q4 | $923K | Hold |
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|
2015
Q3 | $867K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $370K | Buy |
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|
2013
Q4 | $360K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $202K | Buy |
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