Haverford Trust 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
Q2 | $1.69M | Sell |
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|
2025
Q1 | $1.82M | Sell |
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|
2024
Q4 | $1.71M | Sell |
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|
2024
Q3 | $1.99M | Sell |
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|
2024
Q2 | $2.18M | Buy |
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|
2024
Q1 | $2.01M | Sell |
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|
2023
Q4 | $1.73M | Sell |
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|
2023
Q3 | $1.65M | Sell |
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $1.24M | Sell |
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|
2022
Q4 | $1.27M | Sell |
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|
2022
Q3 | $988K | Buy |
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|
2022
Q2 | $774K | Buy |
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|
2022
Q1 | $781K | Sell |
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|
2021
Q4 | $723K | Sell |
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|
2021
Q3 | $921K | Buy |
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|
2021
Q2 | $1.12M | Buy |
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|
2021
Q1 | $912K | Sell |
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|
2020
Q4 | $893K | Hold |
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|
2020
Q3 | $662K | Sell |
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|
2020
Q2 | $932K | Sell |
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|
2020
Q1 | $718K | Buy |
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|
2019
Q4 | $1.49M | Buy |
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|
2019
Q3 | $1.3M | Buy |
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|
2019
Q2 | $1.17M | Sell |
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|
2019
Q1 | $1.21M | Buy |
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|
2018
Q4 | $1.08M | Buy |
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|
2018
Q3 | $1.38M | Hold |
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|
2018
Q2 | $1.38M | Buy |
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|
2018
Q1 | $1.16M | Sell |
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|
2017
Q4 | $1.26M | Buy |
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|
2017
Q3 | $966K | Sell |
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|
2017
Q2 | $926K | Sell |
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|
2017
Q1 | $1M | Hold |
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|
2016
Q4 | $1.09M | Buy |
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|
2016
Q3 | $400K | Sell |
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|
2016
Q2 | $394K | Sell |
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|
2016
Q1 | $459K | Buy |
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|
2015
Q4 | $405K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $200K | Buy |
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