MAI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.26M | Buy |
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|
2025
Q2 | $5.71M | Buy |
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|
2025
Q1 | $5.52M | Sell |
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|
2024
Q4 | $5.25M | Buy |
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|
2024
Q3 | $2.69M | Sell |
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|
2024
Q2 | $3.06M | Buy |
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|
2024
Q1 | $3.51M | Sell |
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|
2023
Q4 | $2.89M | Buy |
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|
2023
Q3 | $2.46M | Sell |
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|
2023
Q2 | $2.07M | Sell |
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|
2023
Q1 | $2.37M | Sell |
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|
2022
Q4 | $2.51M | Buy |
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|
2022
Q3 | $1.81M | Sell |
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|
2022
Q2 | $1.87M | Buy |
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|
2022
Q1 | $1.87M | Buy |
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|
2021
Q4 | $988K | Buy |
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|
2021
Q3 | $814K | Buy |
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|
2021
Q2 | $944K | Buy |
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|
2021
Q1 | $893K | Buy |
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|
2020
Q4 | $730K | Buy |
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|
2020
Q3 | $358K | Sell |
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|
2020
Q2 | $524K | Sell |
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|
2020
Q1 | $412K | Sell |
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|
2019
Q4 | $930K | Buy |
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|
2019
Q3 | $752K | Sell |
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|
2019
Q2 | $817K | Buy |
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|
2019
Q1 | $786K | Sell |
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|
2018
Q4 | $713K | Buy |
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|
2018
Q3 | $829K | Buy |
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|
2018
Q2 | $822K | Buy |
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|
2018
Q1 | $557K | Buy |
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|
2017
Q4 | $587K | Buy |
|
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|
2017
Q3 | $528K | Hold |
|
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|
2017
Q2 | $476K | Buy |
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|
2017
Q1 | $453K | Sell |
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|
2016
Q4 | $537K | Hold |
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|
2016
Q3 | $500K | Sell |
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|
2016
Q2 | $543K | Sell |
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|
2016
Q1 | $595K | Sell |
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|
2015
Q4 | $620K | Buy |
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|
2015
Q3 | $496K | Sell |
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|
2015
Q2 | $544K | Hold |
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|
2015
Q1 | $531K | Buy |
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|
2014
Q4 | $482K | Hold |
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|
2014
Q3 | $547K | Sell |
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|
2014
Q2 | $573K | Buy |
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|
2014
Q1 | $521K | Sell |
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|
2013
Q4 | $525K | Sell |
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|
2013
Q3 | $455K | Buy |
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|
2013
Q2 | $270K | Buy |
|