Lindbrook 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
Q1 | $429K | Buy |
|
|||||
|
2024
Q4 | $376K | Sell |
|
|||||
|
2024
Q3 | $450K | Sell |
|
|||||
|
2024
Q2 | $516K | Buy |
|
|||||
|
2024
Q1 | $580K | Buy |
|
|||||
|
2023
Q4 | $465K | Buy |
|
|||||
|
2023
Q3 | $380K | Buy |
|
|||||
|
2023
Q2 | $260K | Buy |
|
|||||
|
2023
Q1 | $267K | Sell |
|
|||||
|
2022
Q4 | $408K | Buy |
|
|||||
|
2022
Q3 | $242K | Buy |
|
|||||
|
2022
Q2 | $182K | Sell |
|
|||||
|
2022
Q1 | $252K | Buy |
|
|||||
|
2021
Q4 | $209K | Buy |
|
|||||
|
2021
Q3 | $187K | Buy |
|
|||||
|
2021
Q2 | $229K | Buy |
|
|||||
|
2021
Q1 | $216K | Buy |
|
|||||
|
2020
Q4 | $181K | Buy |
|
|||||
|
2020
Q3 | $134K | Sell |
|
|||||
|
2020
Q2 | $187K | Sell |
|
|||||
|
2020
Q1 | $141K | Buy |
|
|||||
|
2019
Q4 | $137K | Hold |
|
|||||
|
2019
Q3 | $126K | Buy |
|
|||||
|
2019
Q2 | $110K | Buy |
|
|||||
|
2019
Q1 | $106K | Hold |
|
|||||
|
2018
Q4 | $96K | Buy |
|