Loring Wolcott & Coolidge Fiduciary Advisors’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 | $487K | Hold |
|
|||||
|
2025
Q2 | $428K | Hold |
|
|||||
|
2025
Q1 | $369K | Buy |
|
|||||
|
2024
Q4 | $405K | Hold |
|
|||||
|
2024
Q3 | $422K | Hold |
|
|||||
|
2024
Q2 | $459K | Buy |
|
|||||
|
2024
Q1 | $296K | Sell |
|
|||||
|
2023
Q4 | $512K | Hold |
|
|||||
|
2023
Q3 | $419K | Sell |
|
|||||
|
2023
Q2 | $419K | Buy |
|
|||||
|
2023
Q1 | $363K | Buy |
|
|||||
|
2022
Q4 | $369K | Sell |
|
|||||
|
2022
Q3 | $379K | Hold |
|
|||||
|
2022
Q2 | $385K | Buy |
|
|||||
|
2022
Q1 | $388K | Buy |
|
|||||
|
2021
Q4 | $256K | Buy |
|
|||||
|
2021
Q3 | $181K | Sell |
|
|||||
|
2021
Q2 | $253K | Buy |
|
|||||
|
2021
Q1 | $218K | Buy |
|
|||||
|
2020
Q4 | $181K | Hold |
|
|||||
|
2020
Q3 | $134K | Sell |
|
|||||
|
2020
Q2 | $197K | Hold |
|
|||||
|
2020
Q1 | $147K | Hold |
|
|||||
|
2019
Q4 | $305K | Buy |
|
|||||
|
2019
Q3 | $117K | Buy |
|
|||||
|
2019
Q2 | $86K | Sell |
|
|||||
|
2019
Q1 | $89K | Buy |
|
|||||
|
2018
Q4 | $79K | Hold |
|
|||||
|
2018
Q3 | $104K | Hold |
|
|||||
|
2018
Q2 | $104K | Hold |
|
|||||
|
2018
Q1 | $88K | Sell |
|
|||||
|
2017
Q4 | $122K | Hold |
|
|||||
|
2017
Q3 | $111K | Buy |
|
|||||
|
2017
Q2 | $99K | Sell |
|
|||||
|
2017
Q1 | $124K | Sell |
|
|||||
|
2016
Q4 | $171K | Buy |
|
|||||
|
2016
Q3 | $154K | Sell |
|
|||||
|
2016
Q2 | $157K | Sell |
|
|||||
|
2016
Q1 | $180K | Buy |
|
|||||
|
2015
Q4 | $146K | Sell |
|
|||||
|
2015
Q3 | $177K | Hold |
|
|||||
|
2015
Q2 | $177K | Sell |
|
|||||
|
2015
Q1 | $179K | Sell |
|
|||||
|
2014
Q4 | $164K | Buy |
|
|||||
|
2014
Q3 | $112K | Sell |
|
|||||
|
2014
Q2 | $115K | Sell |
|
|||||
|
2014
Q1 | $118K | Buy |
|
|||||
|
2013
Q4 | $115K | Sell |
|
|||||
|
2013
Q3 | $108K | Sell |
|
|||||
|
2013
Q2 | $305K | Buy |
|