Intrinsic Value Partners’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
Q2 | $335K | Sell |
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|
2025
Q1 | $356K | Sell |
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|
2024
Q4 | $336K | Sell |
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|
2024
Q3 | $406K | Sell |
|
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|
2024
Q2 | $447K | Sell |
|
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|
2024
Q1 | $527K | Sell |
|
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|
2023
Q4 | $444K | Hold |
|
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|
2023
Q3 | $401K | Hold |
|
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|
2023
Q2 | $318K | Sell |
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|
2023
Q1 | $341K | Sell |
|
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|
2022
Q4 | $467K | Sell |
|
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|
2022
Q3 | $390K | Hold |
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|
2022
Q2 | $396K | Sell |
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|
2022
Q1 | $424K | Sell |
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|
2021
Q4 | $362K | Buy |
|