Mitchell McLeod Pugh & Williams’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 | $993K | Buy |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $947K | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $983K | Buy |
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|
2023
Q3 | $884K | Buy |
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|
2023
Q2 | $700K | Sell |
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|
2023
Q1 | $745K | Buy |
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|
2022
Q4 | $759K | Sell |
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|
2022
Q3 | $612K | Buy |
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|
2022
Q2 | $606K | Sell |
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|
2022
Q1 | $640K | Buy |
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|
2021
Q4 | $534K | Buy |
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|
2021
Q3 | $342K | Buy |
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|
2021
Q2 | $395K | Buy |
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|
2021
Q1 | $351K | Buy |
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|
2020
Q4 | $279K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $267K | Sell |
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|
2020
Q1 | $315K | Sell |
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|
2019
Q4 | $734K | Buy |
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|
2019
Q3 | $524K | Hold |
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|
2019
Q2 | $479K | Buy |
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|
2019
Q1 | $481K | Buy |
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|
2018
Q4 | $431K | Hold |
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|
2018
Q3 | $563K | Sell |
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|
2018
Q2 | $564K | Buy |
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|
2018
Q1 | $443K | Hold |
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|
2017
Q4 | $468K | Buy |
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|
2017
Q3 | $423K | Hold |
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|
2017
Q2 | $382K | Sell |
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|
2017
Q1 | $368K | Hold |
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|
2016
Q4 | $401K | Buy |
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|
2016
Q3 | $329K | Buy |
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|
2016
Q2 | $307K | Buy |
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|
2016
Q1 | $324K | Buy |
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|
2015
Q4 | $293K | Hold |
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|
2015
Q3 | $275K | Hold |
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|
2015
Q2 | $288K | Buy |
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|
2015
Q1 | $234K | Buy |
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|
2014
Q4 | $213K | Buy |
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