Karpas Strategies’s Phillips 66 PSX Stock Holding History

Karpas Strategies’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$1.26M	Hold
2024 Q1	$1.45M	Hold
2023 Q4	$1.19M	Hold
2023 Q3	$1.07M	Hold
2023 Q2	$849K	Hold
2023 Q1	$903K	Hold
2022 Q4	$927K	Hold
2022 Q3	$719K	Hold
2022 Q2	$730K	Hold
2022 Q1	$769K	Hold
2021 Q4	$645K	Buy
2021 Q3	$563K	Hold
2021 Q2	$623K	Hold
2021 Q1	$592K	Sell
2020 Q4	$522K	Sell
2020 Q3	$401K	Hold
2020 Q2	$556K	Hold
2020 Q1	$415K	Sell
2019 Q4	$880K	Hold
2019 Q3	$809K	Hold
2019 Q2	$739K	Hold
2019 Q1	$751K	Hold
2018 Q4	$680K	Hold
2018 Q3	$890K	Hold
2018 Q2	$887K	Hold
2018 Q1	$757K	Hold
2017 Q4	$799K	Hold
2017 Q3	$723K	Hold
2017 Q2	$653K	Hold
2017 Q1	$626K	Hold
2016 Q4	$682K	Hold
2016 Q3	$636K	Hold
2016 Q2	$626K	Hold
2016 Q1	$684K	Sell
2015 Q4	$664K	Hold
2015 Q3	$624K	Hold
2015 Q2	$654K	Hold
2015 Q1	$638K	Hold
2014 Q4	$582K	Hold
2014 Q3	$660K	Hold
2014 Q2	$653K	Hold
2014 Q1	$626K	Hold
2013 Q4	$626K	Hold
2013 Q3	$470K	Hold
2013 Q2	$478K	Buy