Institutional & Family Asset Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $854K | Hold |
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|
2024
Q1 | $988K | Sell |
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|
2023
Q4 | $814K | Hold |
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|
2023
Q3 | $734K | Hold |
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|
2023
Q2 | $583K | Buy |
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|
2023
Q1 | $573K | Buy |
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|
2022
Q4 | $545K | Hold |
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|
2022
Q3 | $423K | Hold |
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|
2022
Q2 | $430K | Sell |
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|
2022
Q1 | $453K | Hold |
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|
2021
Q4 | $380K | Hold |
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|
2021
Q3 | $367K | Hold |
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|
2021
Q2 | $450K | Sell |
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|
2021
Q1 | $513K | Hold |
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|
2020
Q4 | $440K | Hold |
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|
2020
Q3 | $326K | Hold |
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|
2020
Q2 | $452K | Sell |
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|
2020
Q1 | $348K | Buy |
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|
2019
Q4 | $701K | Hold |
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|
2019
Q3 | $644K | Sell |
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|
2019
Q2 | $592K | Sell |
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|
2019
Q1 | $604K | Hold |
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|
2018
Q4 | $547K | Hold |
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|
2018
Q3 | $716K | Hold |
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|
2018
Q2 | $713K | Hold |
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|
2018
Q1 | $609K | Buy |
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|
2017
Q4 | $536K | Sell |
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|
2017
Q3 | $488K | Buy |
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|
2017
Q2 | $435K | Hold |
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|
2017
Q1 | $417K | Buy |
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|
2016
Q4 | $453K | Hold |
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|
2016
Q3 | $422K | Hold |
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|
2016
Q2 | $416K | Hold |
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|
2016
Q1 | $429K | Hold |
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|
2015
Q4 | $429K | Buy |
|