Lowe Brockenbrough & Co’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 | $1.2M | Sell |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $1.25M | Hold |
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|
2024
Q1 | $1.45M | Hold |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.13M | Hold |
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|
2023
Q2 | $899K | Hold |
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|
2023
Q1 | $956K | Sell |
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|
2022
Q4 | $1.35M | Hold |
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|
2022
Q3 | $1.04M | Hold |
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|
2022
Q2 | $1.06M | Hold |
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $948K | Sell |
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|
2021
Q3 | $918K | Hold |
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|
2021
Q2 | $1.13M | Hold |
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|
2021
Q1 | $1.07M | Hold |
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|
2020
Q4 | $917K | Buy |
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|
2020
Q3 | $667K | Sell |
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|
2020
Q2 | $926K | Sell |
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|
2020
Q1 | $784K | Sell |
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|
2019
Q4 | $1.65M | Sell |
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|
2019
Q3 | $1.54M | Buy |
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|
2019
Q2 | $1.29M | Hold |
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|
2019
Q1 | $1.31M | Buy |
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|
2018
Q4 | $564K | Buy |
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|
2018
Q3 | $559K | Sell |
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|
2018
Q2 | $586K | Hold |
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|
2018
Q1 | $500K | Buy |
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|
2017
Q4 | $502K | Hold |
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|
2017
Q3 | $455K | Sell |
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|
2017
Q2 | $423K | Hold |
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|
2017
Q1 | $405K | Buy |
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|
2016
Q4 | $429K | Hold |
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|
2016
Q3 | $400K | Buy |
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|
2016
Q2 | $334K | Hold |
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|
2016
Q1 | $365K | Hold |
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|
2015
Q4 | $345K | Hold |
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|
2015
Q3 | $324K | Hold |
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|
2015
Q2 | $339K | Hold |
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|
2015
Q1 | $331K | Hold |
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|
2014
Q4 | $302K | Sell |
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|
2014
Q3 | $464K | Hold |
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|
2014
Q2 | $459K | Hold |
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|
2014
Q1 | $440K | Hold |
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|
2013
Q4 | $441K | Hold |
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|
2013
Q3 | $330K | Buy |
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|
2013
Q2 | $319K | Buy |
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