Islay Capital 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
Q2 | $553K | Hold |
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|
2025
Q1 | $572K | Sell |
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|
2024
Q4 | $562K | Hold |
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|
2024
Q3 | $649K | Buy |
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|
2024
Q2 | $654K | Sell |
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|
2024
Q1 | $1.91M | Sell |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $1.3M | Buy |
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|
2023
Q2 | $629K | Hold |
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|
2023
Q1 | $669K | Sell |
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | $619K | Hold |
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|
2022
Q2 | $629K | Hold |
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|
2022
Q1 | $663K | Sell |
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|
2021
Q4 | $643K | Hold |
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|
2021
Q3 | $622K | Sell |
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|
2021
Q2 | $788K | Sell |
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|
2021
Q1 | $780K | Sell |
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|
2020
Q4 | $1.07M | Sell |
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|
2020
Q3 | $892K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.14M | Buy |
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