McDaniel Terry & 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 | $371K | Hold |
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|
2025
Q2 | $326K | Hold |
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|
2025
Q1 | $337K | Hold |
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|
2024
Q4 | $311K | Sell |
|
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|
2024
Q3 | $416K | Hold |
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|
2024
Q2 | $447K | Sell |
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|
2024
Q1 | $534K | Buy |
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|
2023
Q4 | $422K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $267K | Hold |
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $317K | Hold |
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|
2021
Q1 | $301K | Hold |
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|
2020
Q4 | $258K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $265K | Sell |
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|
2020
Q1 | $332K | Buy |
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|
2019
Q4 | $677K | Hold |
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|
2019
Q3 | $623K | Hold |
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|
2019
Q2 | $569K | Buy |
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|
2019
Q1 | $548K | Buy |
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|
2018
Q4 | $262K | Hold |
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|
2018
Q3 | $343K | Hold |
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|
2018
Q2 | $342K | Hold |
|
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|
2018
Q1 | $292K | Buy |
|
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|
2017
Q4 | $288K | Hold |
|
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|
2017
Q3 | $260K | Hold |
|
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|
2017
Q2 | $235K | Hold |
|
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|
2017
Q1 | $225K | Sell |
|
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|
2016
Q4 | $289K | Buy |
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|
2016
Q3 | $229K | Hold |
|
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|
2016
Q2 | $226K | Hold |
|
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|
2016
Q1 | $246K | Hold |
|
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|
2015
Q4 | $233K | Hold |
|
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|
2015
Q3 | $218K | Sell |
|
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|
2015
Q2 | $234K | Hold |
|
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|
2015
Q1 | $228K | Hold |
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|
2014
Q4 | $208K | Buy |
|
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|
2014
Q3 | $231K | Hold |
|
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|
2014
Q2 | $229K | Hold |
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|
2014
Q1 | $219K | Hold |
|
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|
2013
Q4 | $219K | Buy |
|