Lincoln Capital’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 | $535K | Sell |
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|
2025
Q1 | $465K | Sell |
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|
2024
Q4 | $552K | Buy |
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|
2024
Q3 | $634K | Sell |
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|
2024
Q2 | $684K | Buy |
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|
2024
Q1 | $791K | Sell |
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|
2023
Q4 | $648K | Hold |
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|
2023
Q3 | $585K | Buy |
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|
2023
Q2 | $445K | Hold |
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|
2023
Q1 | $473K | Sell |
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|
2022
Q4 | $490K | Sell |
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|
2022
Q3 | $383K | Sell |
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|
2022
Q2 | $555K | Sell |
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|
2022
Q1 | $593K | Sell |
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|
2021
Q4 | $510K | Hold |
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|
2021
Q3 | $493K | Buy |
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|
2021
Q2 | $447K | Hold |
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|
2021
Q1 | $425K | Sell |
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|
2020
Q4 | $368K | Hold |
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|
2020
Q3 | $273K | Sell |
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|
2020
Q2 | $381K | Sell |
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|
2020
Q1 | $3.07M | Sell |
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|
2019
Q4 | $6.76M | Sell |
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|
2019
Q3 | $6.35M | Sell |
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|
2019
Q2 | $7.05M | Sell |
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|
2019
Q1 | $7.36M | Sell |
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|
2018
Q4 | $6.83M | Sell |
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|
2018
Q3 | $9.01M | Buy |
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|
2018
Q2 | $9M | Sell |
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|
2018
Q1 | $7.72M | Sell |
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|
2017
Q4 | $8.28M | Sell |
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|
2017
Q3 | $7.51M | Sell |
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|
2017
Q2 | $6.8M | Buy |
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|
2017
Q1 | $5.52M | Buy |
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|
2016
Q4 | $5.99M | Sell |
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|
2016
Q3 | $5.59M | Buy |
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|
2016
Q2 | $3.2M | Buy |
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|
2016
Q1 | $2.14M | Buy |
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|
2015
Q4 | $1.41M | Hold |
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|
2015
Q3 | $1.32M | Buy |
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|
2015
Q2 | $1.38M | Hold |
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|
2015
Q1 | $1.35M | Buy |
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