Mercer Global Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.8M | Sell |
57,035
-2,279
| -4% | -$272K | 0.01% | 465 |
|
|
2025
Q1 | $7.32M | Sell |
59,314
-29,177
| -33% | -$3.6M | 0.02% | 447 |
|
|
2024
Q4 | $10.1M | Sell |
88,491
-25,863
| -23% | -$2.95M | 0.02% | 354 |
|
|
2024
Q3 | $15.2M | Buy |
114,354
+2,074
| +2% | +$276K | 0.04% | 251 |
|
|
2024
Q2 | $15.9M | Buy |
112,280
+2,582
| +2% | +$365K | 0.04% | 225 |
|
|
2024
Q1 | $17.9M | Buy |
109,698
+8,471
| +8% | +$1.38M | 0.05% | 212 |
|
|
2023
Q4 | $13.5M | Buy |
101,227
+13,232
| +15% | +$1.76M | 0.04% | 249 |
|
|
2023
Q3 | $10.6M | Sell |
87,995
-7,597
| -8% | -$913K | 0.04% | 262 |
|
|
2023
Q2 | $9.12M | Buy |
95,592
+11,605
| +14% | +$1.11M | 0.04% | 315 |
|
|
2023
Q1 | $8.52M | Sell |
83,987
-6,540
| -7% | -$663K | 0.04% | 299 |
|
|
2022
Q4 | $9.42M | Sell |
90,527
-30,210
| -25% | -$3.14M | 0.05% | 278 |
|
|
2022
Q3 | $9.75M | Buy |
120,737
+14,027
| +13% | +$1.13M | 0.06% | 229 |
|
|
2022
Q2 | $8.75M | Sell |
106,710
-1,006
| -0.9% | -$82.5K | 0.05% | 252 |
|
|
2022
Q1 | $9.31M | Sell |
107,716
-2,599
| -2% | -$225K | 0.05% | 240 |
|
|
2021
Q4 | $7.99M | Buy |
110,315
+1,689
| +2% | +$122K | 0.05% | 272 |
|
|
2021
Q3 | $7.61M | Buy |
108,626
+1,144
| +1% | +$80.1K | 0.05% | 270 |
|
|
2021
Q2 | $9.22M | Sell |
107,482
-2,675
| -2% | -$230K | 0.07% | 213 |
|
|
2021
Q1 | $8.98M | Buy |
110,157
+1,175
| +1% | +$95.8K | 0.08% | 194 |
|
|
2020
Q4 | $7.62M | Sell |
108,982
-3,496
| -3% | -$245K | 0.1% | 163 |
|
|
2020
Q3 | $5.83M | Buy |
112,478
+3,406
| +3% | +$177K | 0.09% | 175 |
|
|
2020
Q2 | $7.84M | Buy |
109,072
+1,156
| +1% | +$83.1K | 0.14% | 102 |
|
|
2020
Q1 | $5.79M | Sell |
107,916
-3,740
| -3% | -$201K | 0.13% | 143 |
|
|
2019
Q4 | $12.4M | Buy |
111,656
+8,762
| +9% | +$976K | 0.25% | 81 |
|
|
2019
Q3 | $10.5M | Buy |
102,894
+5,053
| +5% | +$517K | 0.25% | 83 |
|
|
2019
Q2 | $9.15M | Sell |
97,841
-3,636
| -4% | -$340K | 0.24% | 86 |
|
|
2019
Q1 | $9.66M | Buy |
+101,477
| New | +$9.66M | 0.35% | 56 |
|