HM Payson & Co’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 | $5.78M | Buy |
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|
2025
Q2 | $4.57M | Buy |
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|
2025
Q1 | $4.53M | Sell |
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|
2024
Q4 | $4.25M | Sell |
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|
2024
Q3 | $4.94M | Buy |
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|
2024
Q2 | $5.27M | Sell |
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|
2024
Q1 | $6.15M | Sell |
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|
2023
Q4 | $5.22M | Sell |
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|
2023
Q3 | $4.84M | Buy |
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|
2023
Q2 | $3.82M | Sell |
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|
2023
Q1 | $4.1M | Sell |
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|
2022
Q4 | $4.25M | Sell |
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|
2022
Q3 | $3.41M | Sell |
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|
2022
Q2 | $3.47M | Buy |
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|
2022
Q1 | $3.57M | Sell |
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|
2021
Q4 | $3.23M | Buy |
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|
2021
Q3 | $2.78M | Sell |
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|
2021
Q2 | $3.5M | Sell |
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|
2021
Q1 | $3.52M | Sell |
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|
2020
Q4 | $3.99M | Sell |
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|
2020
Q3 | $4.69M | Sell |
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|
2020
Q2 | $7.21M | Sell |
|
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|
2020
Q1 | $6.05M | Sell |
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|
2019
Q4 | $27.8M | Sell |
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|
2019
Q3 | $28.2M | Sell |
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|
2019
Q2 | $26M | Buy |
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|
2019
Q1 | $25.4M | Buy |
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|
2018
Q4 | $264K | Sell |
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|
2018
Q3 | $22.3M | Sell |
|
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|
2018
Q2 | $25.4M | Sell |
|
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|
2018
Q1 | $29.1M | Buy |
|
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|
2017
Q4 | $29.2M | Sell |
|
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|
2017
Q3 | $29.1M | Sell |
|
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|
2017
Q2 | $26.3M | Buy |
|
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|
2017
Q1 | $24.9M | Buy |
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|
2016
Q4 | $24.8M | Buy |
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|
2016
Q3 | $19.2M | Buy |
|
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|
2016
Q2 | $9.54M | Buy |
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|
2016
Q1 | $7.49M | Buy |
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|
2015
Q4 | $4.23M | Sell |
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|
2015
Q3 | $4.01M | Sell |
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|
2015
Q2 | $4.72M | Sell |
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|
2015
Q1 | $4.67M | Sell |
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|
2014
Q4 | $4.48M | Sell |
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|
2014
Q3 | $5.24M | Sell |
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|
2014
Q2 | $5.64M | Buy |
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|
2014
Q1 | $5.39M | Sell |
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|
2013
Q4 | $5.54M | Sell |
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|
2013
Q3 | $4.22M | Sell |
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|
2013
Q2 | $4.44M | Buy |
|