Grimes & Company’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 | $1.13M | Sell |
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|
2025
Q2 | $995K | Buy |
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|
2025
Q1 | $838K | Buy |
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|
2024
Q4 | $773K | Sell |
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|
2024
Q3 | $892K | Buy |
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|
2024
Q2 | $953K | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $251K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $279K | Buy |
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|
2019
Q3 | $256K | Sell |
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|
2019
Q2 | $302K | Hold |
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|
2019
Q1 | $307K | Buy |
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|
2018
Q4 | $275K | Buy |
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|
2018
Q3 | $225K | Buy |
|