Moors & Cabot’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 | $1.23M | Sell |
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|
2025
Q1 | $1.39M | Sell |
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|
2024
Q4 | $1.33M | Sell |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $1.63M | Sell |
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|
2024
Q1 | $1.94M | Sell |
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|
2023
Q4 | $1.66M | Sell |
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|
2023
Q3 | $1.5M | Sell |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $1.46M | Sell |
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|
2022
Q4 | $1.52M | Sell |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $970K | Sell |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $737K | Sell |
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|
2021
Q1 | $717K | Sell |
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|
2020
Q4 | $618K | Sell |
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|
2020
Q3 | $507K | Sell |
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|
2020
Q2 | $786K | Buy |
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|
2020
Q1 | $525K | Sell |
|
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|
2019
Q4 | $1.31M | Buy |
|
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|
2019
Q3 | $1.19M | Buy |
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|
2019
Q2 | $1.05M | Buy |
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|
2019
Q1 | $993K | Buy |
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|
2018
Q4 | $850K | Sell |
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|
2018
Q3 | $1.14M | Buy |
|
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|
2018
Q2 | $1.12M | Sell |
|
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|
2018
Q1 | $1.19M | Buy |
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|
2017
Q4 | $1.07M | Buy |
|
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|
2017
Q3 | $962K | Buy |
|
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|
2017
Q2 | $713K | Sell |
|
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|
2017
Q1 | $718K | Sell |
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|
2016
Q4 | $782K | Buy |
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|
2016
Q3 | $709K | Buy |
|
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|
2016
Q2 | $528K | Sell |
|
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|
2016
Q1 | $580K | Sell |
|
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|
2015
Q4 | $606K | Sell |
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|
2015
Q3 | $715K | Buy |
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|
2015
Q2 | $702K | Buy |
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|
2015
Q1 | $691K | Buy |
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|
2014
Q4 | $587K | Sell |
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|
2014
Q3 | $682K | Sell |
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|
2014
Q2 | $684K | Buy |
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|
2014
Q1 | $470K | Buy |
|