Intact Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $68.4K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $4.53M | Sell |
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|
2023
Q2 | $3.77M | Sell |
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|
2023
Q1 | $4.97M | Hold |
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|
2022
Q4 | $5.1M | Sell |
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|
2022
Q3 | $5.26M | Buy |
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|
2022
Q2 | $4.68M | Buy |
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|
2022
Q1 | $3.86M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.94M | Sell |
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|
2015
Q3 | $2.24M | Sell |
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|
2015
Q2 | $2.42M | Buy |
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|
2015
Q1 | $1.78M | Buy |
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|
2014
Q4 | $545K | Hold |
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|
2014
Q3 | $618K | Hold |
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|
2014
Q2 | $611K | Hold |
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|
2014
Q1 | $586K | Hold |
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|
2013
Q4 | $586K | Hold |
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|
2013
Q3 | $440K | Buy |
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