Mather Group’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 | $940K | Sell |
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|
2025
Q2 | $832K | Buy |
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|
2025
Q1 | $771K | Sell |
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|
2024
Q4 | $999K | Sell |
|
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $3.76M | Buy |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $2.03M | Sell |
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|
2023
Q3 | $2.13M | Sell |
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|
2023
Q2 | $1.8M | Buy |
|
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|
2023
Q1 | $1.89M | Sell |
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|
2022
Q4 | $2.05M | Sell |
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|
2022
Q3 | $1.75M | Buy |
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|
2022
Q2 | $1.61M | Buy |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $955K | Sell |
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|
2021
Q3 | $957K | Buy |
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|
2021
Q2 | $511K | Buy |
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|
2021
Q1 | $481K | Sell |
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|
2020
Q4 | $417K | Sell |
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|
2020
Q3 | $343K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $309K | Buy |
|