Gradient Investments’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 | $200K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $121K | Buy |
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|
2024
Q1 | $139K | Sell |
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|
2023
Q4 | $138K | Sell |
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|
2023
Q3 | $793K | Sell |
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|
2023
Q2 | $796K | Sell |
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|
2023
Q1 | $920K | Sell |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $624K | Buy |
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|
2022
Q2 | $412K | Buy |
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|
2022
Q1 | $206K | Buy |
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|
2021
Q4 | $144K | Buy |
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|
2021
Q3 | $138K | Buy |
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|
2021
Q2 | $168K | Sell |
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|
2021
Q1 | $204K | Sell |
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|
2020
Q4 | $527K | Sell |
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|
2020
Q3 | $530K | Sell |
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|
2020
Q2 | $1.2M | Buy |
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|
2020
Q1 | $95K | Buy |
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|
2019
Q4 | $47K | Sell |
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|
2019
Q3 | $67K | Sell |
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|
2019
Q2 | $9.55M | Buy |
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|
2019
Q1 | $7.65M | Sell |
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|
2018
Q4 | $8.09M | Buy |
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|
2018
Q3 | $52K | Sell |
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|
2018
Q2 | $77K | Sell |
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|
2018
Q1 | $9.07M | Buy |
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|
2017
Q4 | $8.81M | Buy |
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|
2017
Q3 | $7.75M | Buy |
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|
2017
Q2 | $6.72M | Buy |
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|
2017
Q1 | $5.99M | Buy |
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|
2016
Q4 | $12K | Sell |
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|
2016
Q3 | $29K | Sell |
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|
2016
Q2 | $50K | Buy |
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|
2016
Q1 | $29K | Sell |
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|
2015
Q4 | $38K | Hold |
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|
2015
Q3 | $36K | Sell |
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|
2015
Q2 | $38K | Sell |
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|
2015
Q1 | $44K | Buy |
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|
2014
Q4 | $24K | Hold |
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|
2014
Q3 | $28K | Hold |
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|
2014
Q2 | $27K | Buy |
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|
2014
Q1 | $9K | Sell |
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|
2013
Q4 | $42K | Buy |
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|
2013
Q3 | $7K | Sell |
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|
2013
Q2 | $19K | Buy |
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