MCF Advisors’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
Q2 | $812K | Buy |
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|
2025
Q1 | $823K | Sell |
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|
2024
Q4 | $761K | Sell |
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|
2024
Q3 | $882K | Sell |
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|
2024
Q2 | $950K | Buy |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $896K | Buy |
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|
2023
Q3 | $796K | Buy |
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|
2023
Q2 | $629K | Buy |
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|
2023
Q1 | $607K | Sell |
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|
2022
Q4 | $631K | Sell |
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|
2022
Q3 | $522K | Buy |
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|
2022
Q2 | $519K | Buy |
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|
2022
Q1 | $514K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $348K | Buy |
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|
2021
Q2 | $423K | Sell |
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|
2021
Q1 | $415K | Buy |
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|
2020
Q4 | $324K | Sell |
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|
2020
Q3 | $367K | Buy |
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|
2020
Q2 | $507K | Buy |
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|
2020
Q1 | $368K | Buy |
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|
2019
Q4 | $101K | Hold |
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|
2019
Q3 | $93K | Hold |
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|
2019
Q2 | $85K | Hold |
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|
2019
Q1 | $86K | Sell |
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|
2018
Q4 | $92K | Hold |
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|
2018
Q3 | $120K | Hold |
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|
2018
Q2 | $120K | Hold |
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|
2018
Q1 | $102K | Hold |
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|
2017
Q4 | $108K | Buy |
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|
2017
Q3 | $98K | Sell |
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|
2017
Q2 | $96K | Buy |
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|
2017
Q1 | $84K | Sell |
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|
2016
Q4 | $102K | Hold |
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|
2016
Q3 | $95K | Hold |
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|
2016
Q2 | $93K | Hold |
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|
2016
Q1 | $102K | Hold |
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|
2015
Q4 | $96K | Buy |
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|
2015
Q3 | $90K | Hold |
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|
2015
Q2 | $94K | Buy |
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|
2015
Q1 | $83K | Hold |
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|
2014
Q4 | $76K | Sell |
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|
2014
Q3 | $81K | Sell |
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|
2014
Q2 | $83K | Sell |
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|
2014
Q1 | $87K | Buy |
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|
2013
Q4 | $56K | Hold |
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|
2013
Q3 | $56K | Buy |
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|
2013
Q2 | $52K | Buy |
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