Investment 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
Q4 | $242K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $272K | Buy |
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|
2022
Q2 | $221K | Sell |
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|
2022
Q1 | $235K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $248K | Buy |
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|
2019
Q3 | $226K | Buy |
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|
2019
Q2 | $205K | Buy |
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|
2019
Q1 | $207K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $256K | Buy |
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|
2018
Q1 | $217K | Buy |
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|
2017
Q4 | $207K | Buy |
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