M&R Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $887K | Sell |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $654K | Buy |
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|
2023
Q3 | $389K | Hold |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $359K | Sell |
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|
2022
Q4 | $369K | Buy |
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|
2022
Q3 | $249K | Hold |
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|
2022
Q2 | $253K | Hold |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $214K | Hold |
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|
2021
Q3 | $207K | Sell |
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|
2021
Q2 | $262K | Sell |
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|
2021
Q1 | $267K | Sell |
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|
2020
Q4 | $275K | Sell |
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|
2020
Q3 | $228K | Sell |
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|
2020
Q2 | $445K | Sell |
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|
2020
Q1 | $333K | Sell |
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|
2019
Q4 | $710K | Hold |
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|
2019
Q3 | $654K | Buy |
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|
2019
Q2 | $556K | Sell |
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|
2019
Q1 | $593K | Hold |
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|
2018
Q4 | $538K | Sell |
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|
2018
Q3 | $730K | Buy |
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|
2018
Q2 | $694K | Sell |
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|
2018
Q1 | $610K | Sell |
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|
2017
Q4 | $658K | Buy |
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|
2017
Q3 | $577K | Buy |
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|
2017
Q2 | $519K | Sell |
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|
2017
Q1 | $507K | Buy |
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|
2016
Q4 | $548K | Hold |
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|
2016
Q3 | $511K | Buy |
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|
2016
Q2 | $467K | Buy |
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|
2016
Q1 | $506K | Hold |
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|
2015
Q4 | $478K | Hold |
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|
2015
Q3 | $449K | Hold |
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|
2015
Q2 | $470K | Hold |
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|
2015
Q1 | $459K | Sell |
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|
2014
Q4 | $443K | Sell |
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|
2014
Q3 | $526K | Hold |
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|
2014
Q2 | $521K | Buy |
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|
2014
Q1 | $499K | Buy |
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|
2013
Q4 | $487 | Sell |
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|
2013
Q3 | $368K | Buy |
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|
2013
Q2 | $358K | Buy |
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