Means Investment Company’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 | $567K | Sell |
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|
2025
Q2 | $517K | Buy |
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|
2025
Q1 | $535K | Sell |
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|
2024
Q4 | $530K | Sell |
|
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|
2024
Q3 | $614K | Buy |
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|
2024
Q2 | $659K | Buy |
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|
2024
Q1 | $762K | Buy |
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|
2023
Q4 | $620K | Buy |
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|
2023
Q3 | $530K | Sell |
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|
2023
Q2 | $422K | Sell |
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|
2023
Q1 | $449K | Buy |
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|
2022
Q4 | $459K | Buy |
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|
2022
Q3 | $356K | Sell |
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|
2022
Q2 | $375K | Buy |
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|
2022
Q1 | $394K | Buy |
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|
2021
Q4 | $330K | Buy |
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|
2021
Q3 | $319K | Sell |
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|
2021
Q2 | $414K | Buy |
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|
2021
Q1 | $355K | Buy |
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|
2020
Q4 | $336K | Sell |
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|
2020
Q3 | $204K | Sell |
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|
2020
Q2 | $289K | Sell |
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|
2020
Q1 | $264K | Sell |
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|
2019
Q4 | $470K | Sell |
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|
2019
Q3 | $547K | Buy |
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|
2019
Q2 | $410K | Sell |
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|
2019
Q1 | $415K | Buy |
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|
2018
Q4 | $358K | Buy |
|