Longfellow 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 | – | Sell |
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|
2025
Q1 | $403K | Hold |
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|
2024
Q4 | $372K | Buy |
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|
2024
Q3 | $303K | Buy |
|
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|
2024
Q2 | $324K | Buy |
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|
2024
Q1 | $372K | Sell |
|
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|
2023
Q4 | $590K | Sell |
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|
2023
Q3 | $964K | Sell |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $1.04M | Hold |
|
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|
2022
Q4 | $1.06M | Hold |
|
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|
2022
Q3 | $824K | Hold |
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|
2022
Q2 | $838K | Hold |
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|
2022
Q1 | $883K | Hold |
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|
2021
Q4 | $740K | Buy |
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|
2021
Q3 | $627K | Hold |
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|
2021
Q2 | $769K | Sell |
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|
2021
Q1 | $1.21M | Sell |
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|
2020
Q4 | $1.19M | Buy |
|