Ipswich 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
Q3 | $326K | Hold |
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|
2025
Q2 | $286K | Hold |
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|
2025
Q1 | $296K | Hold |
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|
2024
Q4 | $273K | Hold |
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|
2024
Q3 | $315K | Hold |
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|
2024
Q2 | $339K | Hold |
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|
2024
Q1 | $392K | Hold |
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|
2023
Q4 | $320K | Hold |
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|
2023
Q3 | $288K | Hold |
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|
2023
Q2 | $229K | Hold |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $232K | Hold |
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|
2021
Q1 | $220K | Sell |
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|
2020
Q4 | $205K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $236K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $365K | Hold |
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|
2019
Q3 | $336K | Hold |
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|
2019
Q2 | $307K | Sell |
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|
2019
Q1 | $322K | Hold |
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|
2018
Q4 | $291K | Hold |
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|
2018
Q3 | $381K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $355K | Hold |
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|
2017
Q4 | $375K | Hold |
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|
2017
Q3 | $339K | Hold |
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|
2017
Q2 | $306K | Sell |
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|
2017
Q1 | $304K | Sell |
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|
2016
Q4 | $338K | Hold |
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|
2016
Q3 | $315K | Hold |
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|
2016
Q2 | $310K | Hold |
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|
2016
Q1 | $306K | Hold |
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|
2015
Q4 | $320K | Hold |
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|
2015
Q3 | $300K | Buy |
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|
2015
Q2 | $223K | Hold |
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|
2015
Q1 | $217K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $225K | Sell |
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|
2014
Q2 | $307K | Buy |
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|
2014
Q1 | $213K | Sell |
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|
2013
Q4 | $294K | Hold |
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|
2013
Q3 | $221K | Hold |
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|
2013
Q2 | $225K | Buy |
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