IFM Investors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.89M | Sell |
66,119
-1,502
| -2% | -$179K | 0.08% | 250 |
|
|
2025
Q1 | $8.35M | Buy |
67,621
+4,766
| +8% | +$589K | 0.09% | 219 |
|
|
2024
Q4 | $7.16M | Sell |
62,855
-9,006
| -13% | -$1.03M | 0.07% | 253 |
|
|
2024
Q3 | $9.45M | Sell |
71,861
-15,803
| -18% | -$2.08M | 0.09% | 213 |
|
|
2024
Q2 | $12.4M | Sell |
87,664
-1,277
| -1% | -$180K | 0.13% | 156 |
|
|
2024
Q1 | $14.5M | Sell |
88,941
-1,201
| -1% | -$196K | 0.16% | 122 |
|
|
2023
Q4 | $12M | Sell |
90,142
-596
| -0.7% | -$79.4K | 0.15% | 137 |
|
|
2023
Q3 | $10.9M | Buy |
90,738
+1,266
| +1% | +$152K | 0.14% | 135 |
|
|
2023
Q2 | $8.53M | Buy |
89,472
+4,877
| +6% | +$465K | 0.11% | 183 |
|
|
2023
Q1 | $8.58M | Buy |
84,595
+2,420
| +3% | +$245K | 0.13% | 159 |
|
|
2022
Q4 | $8.55M | Hold |
82,175
| – | – | 0.14% | 154 |
|
|
2022
Q3 | $6.63M | Buy |
82,175
+983
| +1% | +$79.3K | 0.12% | 175 |
|
|
2022
Q2 | $6.66M | Buy |
81,192
+15,093
| +23% | +$1.24M | 0.12% | 183 |
|
|
2022
Q1 | $5.71M | Buy |
66,099
+9,890
| +18% | +$854K | 0.09% | 234 |
|
|
2021
Q4 | $4.07M | Sell |
56,209
-754
| -1% | -$54.6K | 0.07% | 268 |
|
|
2021
Q3 | $3.99M | Buy |
56,963
+362
| +0.6% | +$25.4K | 0.08% | 240 |
|
|
2021
Q2 | $4.86M | Buy |
56,601
+8,947
| +19% | +$768K | 0.1% | 208 |
|
|
2021
Q1 | $3.89M | Buy |
47,654
+5,441
| +13% | +$444K | 0.1% | 203 |
|
|
2020
Q4 | $2.95M | Buy |
42,213
+5,760
| +16% | +$403K | 0.09% | 217 |
|
|
2020
Q3 | $1.89M | Buy |
36,453
+3,857
| +12% | +$200K | 0.08% | 251 |
|
|
2020
Q2 | $2.34M | Sell |
32,596
-12,265
| -27% | -$882K | 0.12% | 158 |
|
|
2020
Q1 | $2.43M | Sell |
44,861
-1,756
| -4% | -$95.1K | 0.11% | 178 |
|
|
2019
Q4 | $5.19M | Sell |
46,617
-2,134
| -4% | -$238K | 0.18% | 118 |
|
|
2019
Q3 | $4.99M | Buy |
48,751
+16,509
| +51% | +$1.69M | 0.18% | 123 |
|
|
2019
Q2 | $3.02M | Buy |
32,242
+2,925
| +10% | +$274K | 0.17% | 128 |
|
|
2019
Q1 | $2.79M | Buy |
29,317
+3,738
| +15% | +$356K | 0.18% | 126 |
|
|
2018
Q4 | $2.2M | Buy |
25,579
+2,364
| +10% | +$204K | 0.18% | 123 |
|
|
2018
Q3 | $2.62M | Buy |
23,215
+3,268
| +16% | +$368K | 0.2% | 111 |
|
|
2018
Q2 | $2.24M | Buy |
19,947
+6,397
| +47% | +$718K | 0.21% | 106 |
|
|
2018
Q1 | $1.3M | Buy |
13,550
+1,329
| +11% | +$128K | 0.19% | 123 |
|
|
2017
Q4 | $1.24M | Buy |
12,221
+20
| +0.2% | +$2.02K | 0.2% | 118 |
|
|
2017
Q3 | $1.12M | Sell |
12,201
-322
| -3% | -$29.5K | 0.19% | 128 |
|
|
2017
Q2 | $1.04M | Buy |
12,523
+2,940
| +31% | +$243K | 0.19% | 127 |
|
|
2017
Q1 | $759K | Buy |
9,583
+3,561
| +59% | +$282K | 0.19% | 124 |
|
|
2016
Q4 | $520K | Buy |
+6,022
| New | +$520K | 0.25% | 107 |
|