IEQ Capital’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 | $25.4M | Buy |
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|
2025
Q2 | $6.71M | Buy |
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|
2025
Q1 | $5.3M | Buy |
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|
2024
Q4 | $2.73M | Buy |
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|
2024
Q3 | $1.96M | Sell |
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|
2024
Q2 | $2.14M | Buy |
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|
2024
Q1 | $2.27M | Buy |
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|
2023
Q4 | $1.69M | Buy |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $954K | Sell |
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|
2023
Q1 | $1.04M | Sell |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $756K | Buy |
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|
2022
Q2 | $650K | Buy |
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|
2022
Q1 | $602K | Buy |
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|
2021
Q4 | $440K | Sell |
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|
2021
Q3 | $478K | Buy |
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|
2021
Q2 | $275K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $426K | Buy |
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