Legacy Private Trust’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
Q3 | $427K | Buy |
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|
2025
Q2 | $359K | Buy |
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|
2025
Q1 | $360K | Buy |
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|
2024
Q4 | $320K | Buy |
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|
2024
Q3 | $281K | Buy |
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|
2024
Q2 | $265K | Hold |
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|
2024
Q1 | $307K | Buy |
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|
2023
Q4 | $243K | Buy |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $274K | Hold |
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|
2019
Q3 | $252K | Hold |
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|
2019
Q2 | $230K | Hold |
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|
2019
Q1 | $234K | Hold |
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|
2018
Q4 | $212K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $250K | Sell |
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|
2016
Q3 | $247K | Sell |
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|
2016
Q2 | $334K | Sell |
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|
2016
Q1 | $888K | Hold |
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|
2015
Q4 | $839K | Sell |
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|
2015
Q3 | $936K | Hold |
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|
2015
Q2 | $981K | Hold |
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|
2015
Q1 | $957K | Sell |
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|
2014
Q4 | $1.12M | Sell |
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|
2014
Q3 | $1.67M | Sell |
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|
2014
Q2 | $2.48M | Buy |
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|
2014
Q1 | $2.01M | Buy |
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|
2013
Q4 | $1.79M | Buy |
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|
2013
Q3 | $1.33M | Buy |
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|
2013
Q2 | $1.24M | Buy |
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