Kayne Anderson Rudnick 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
Q2 | $121K | Buy |
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|
2025
Q1 | $123K | Sell |
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|
2024
Q4 | $115K | Buy |
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|
2024
Q3 | $103K | Hold |
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|
2024
Q2 | $111K | Buy |
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|
2024
Q1 | $126K | Buy |
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|
2023
Q4 | $99.9K | Buy |
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|
2023
Q3 | $86.2K | Buy |
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|
2023
Q2 | $65.2K | Buy |
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|
2023
Q1 | $68.6K | Buy |
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|
2022
Q4 | $69.8K | Buy |
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|
2022
Q3 | $52K | Buy |
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|
2022
Q2 | $37K | Hold |
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|
2022
Q1 | $39K | Hold |
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|
2021
Q4 | $33K | Hold |
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|
2021
Q3 | $32K | Hold |
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|
2021
Q2 | $39K | Hold |
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|
2021
Q1 | $37K | Hold |
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|
2020
Q4 | $31K | Hold |
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|
2020
Q3 | $23K | Hold |
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|
2020
Q2 | $32K | Sell |
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|
2020
Q1 | $86K | Buy |
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|
2019
Q4 | $53K | Buy |
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|
2019
Q3 | $46K | Hold |
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|
2019
Q2 | $42K | Buy |
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