HighTower Trust’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $884K | Buy |
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|
2022
Q4 | $890K | Buy |
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|
2022
Q3 | $542K | Buy |
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|
2022
Q2 | $546 | Sell |
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|
2022
Q1 | $571K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.35M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $608K | Sell |
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|
2017
Q1 | $590K | Buy |
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|
2016
Q4 | $393K | Sell |
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|
2016
Q3 | $427K | Buy |
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|
2016
Q2 | $409K | Buy |
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|
2016
Q1 | $282K | Sell |
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|
2015
Q4 | $283K | Buy |
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|
2015
Q3 | $258K | Buy |
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|
2015
Q2 | $232K | Sell |
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|
2015
Q1 | $273K | Sell |
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|
2014
Q4 | $278K | Sell |
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|
2014
Q3 | $646K | Sell |
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|
2014
Q2 | $869K | Buy |
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|
2014
Q1 | $795K | Sell |
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|
2013
Q4 | $1.44M | Buy |
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|
2013
Q3 | $984K | Buy |
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|
2013
Q2 | $204K | Buy |
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