Kovitz Investment Group Partners’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 | $5.74M | Buy |
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|
2025
Q1 | $4.19M | Sell |
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|
2024
Q4 | $3.94M | Sell |
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|
2024
Q3 | $3.85M | Buy |
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|
2024
Q2 | $3.43M | Buy |
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|
2024
Q1 | $3.47M | Buy |
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|
2023
Q4 | $678K | Buy |
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $223K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $679K | Buy |
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|
2019
Q3 | $619K | Buy |
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|
2019
Q2 | $560K | Sell |
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|
2019
Q1 | $638K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $220K | Sell |
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|
2018
Q2 | $221K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $299 | Sell |
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|
2017
Q3 | $289K | Sell |
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|
2017
Q2 | $265K | Hold |
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|
2017
Q1 | $254K | Buy |
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|
2016
Q4 | $268K | Hold |
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|
2016
Q3 | $250K | Hold |
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|
2016
Q2 | $247K | Sell |
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|
2016
Q1 | $298K | Buy |
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