JP Morgan Private Wealth Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $44M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $54.6M | Sell |
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|
2022
Q4 | $61.1M | Buy |
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|
2022
Q3 | $46.3M | Buy |
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|
2022
Q2 | $44.8M | Buy |
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|
2022
Q1 | $10.8M | Buy |
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|
2021
Q4 | $6.94M | Sell |
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|
2021
Q3 | $7.13M | Sell |
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|
2021
Q2 | $28.2M | Buy |
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|
2021
Q1 | $21.1M | Buy |
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|
2020
Q4 | $5.64M | Sell |
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|
2020
Q3 | $4.47M | Sell |
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|
2020
Q2 | $6.53M | Sell |
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|
2020
Q1 | $5.55M | Sell |
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|
2019
Q4 | $13.2M | Sell |
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|
2019
Q3 | $12.4M | Buy |
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|
2019
Q2 | $10.8M | Sell |
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|
2019
Q1 | $12.3M | Buy |
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|
2018
Q4 | $10.6M | Buy |
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|
2018
Q3 | $12.7M | Sell |
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|
2018
Q2 | $14.7M | Buy |
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|
2018
Q1 | $10.7M | Buy |
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|
2017
Q4 | $10.7M | Buy |
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|
2017
Q3 | $6.66M | Buy |
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|
2017
Q2 | $5.71M | Sell |
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|
2017
Q1 | $13.4M | Buy |
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|
2016
Q4 | $4.91M | Buy |
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|
2016
Q3 | $4.45M | Sell |
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|
2016
Q2 | $5.18M | Sell |
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|
2016
Q1 | $21.6M | Buy |
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|
2015
Q4 | $19.3M | Buy |
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|
2015
Q3 | $10.9M | Sell |
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|
2015
Q2 | $12M | Sell |
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|
2015
Q1 | $11.8M | Sell |
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|
2014
Q4 | $10.9M | Sell |
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|
2014
Q3 | $12.5M | Buy |
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|
2014
Q2 | $3.81M | Sell |
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|
2014
Q1 | $4.13M | Buy |
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|
2013
Q4 | $3.17M | Buy |
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|
2013
Q3 | $2.18M | Buy |
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|
2013
Q2 | $2.07M | Buy |
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