Global Trust 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 | $120K | Hold |
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|
2025
Q1 | $124K | Hold |
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|
2024
Q4 | $115K | Buy |
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|
2024
Q3 | $127K | Hold |
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|
2024
Q2 | $136K | Hold |
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|
2024
Q1 | $157K | Hold |
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|
2023
Q4 | $128K | Hold |
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|
2023
Q3 | $116K | Hold |
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|
2023
Q2 | $91.9K | Hold |
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|
2023
Q1 | $97.7K | Hold |
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|
2022
Q4 | $100K | Hold |
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|
2022
Q3 | $78K | Hold |
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|
2022
Q2 | $79K | Hold |
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|
2022
Q1 | $83K | Hold |
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|
2021
Q4 | $70K | Sell |
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|
2021
Q3 | $101K | Sell |
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|
2021
Q2 | $257K | Sell |
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|
2021
Q1 | $254K | Sell |
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|
2020
Q4 | $278K | Sell |
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|
2020
Q3 | $268K | Sell |
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|
2020
Q2 | $393K | Hold |
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|
2020
Q1 | $296K | Hold |
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|
2019
Q4 | $609K | Sell |
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|
2019
Q3 | $567K | Sell |
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|
2019
Q2 | $542K | Sell |
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|
2019
Q1 | $561K | Sell |
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|
2018
Q4 | $512K | Sell |
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|
2018
Q3 | $694K | Sell |
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|
2018
Q2 | $697K | Hold |
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|
2018
Q1 | $595K | Sell |
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|
2017
Q4 | $784K | Buy |
|