MOTCO’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 | $128K | Hold |
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|
2025
Q2 | $116K | Buy |
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|
2025
Q1 | $92.5K | Buy |
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|
2024
Q4 | $82.7K | Hold |
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|
2024
Q3 | $95.4K | Hold |
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|
2024
Q2 | $102K | Hold |
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|
2024
Q1 | $119K | Sell |
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|
2023
Q4 | $111K | Hold |
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|
2023
Q3 | $100K | Sell |
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|
2023
Q2 | $81.4K | Sell |
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|
2023
Q1 | $91.3K | Sell |
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|
2022
Q4 | $146K | Sell |
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|
2022
Q3 | $116K | Sell |
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|
2022
Q2 | $138K | Hold |
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|
2022
Q1 | $146K | Sell |
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|
2021
Q4 | $177K | Sell |
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|
2021
Q3 | $4.24M | Sell |
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|
2021
Q2 | $7.22M | Sell |
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|
2021
Q1 | $6.87M | Sell |
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|
2020
Q4 | $5.95M | Sell |
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|
2020
Q3 | $4.45M | Buy |
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|
2020
Q2 | $85K | Sell |
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|
2020
Q1 | $65K | Buy |
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|
2019
Q4 | $131K | Buy |
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|
2019
Q3 | $117K | Sell |
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|
2019
Q2 | $127K | Sell |
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|
2019
Q1 | $146K | Hold |
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|
2018
Q4 | $132K | Sell |
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|
2018
Q3 | $184K | Buy |
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|
2018
Q2 | $172K | Buy |
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|
2018
Q1 | $99K | Buy |
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|
2017
Q4 | $26K | Hold |
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|
2017
Q3 | $24K | Sell |
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|
2017
Q2 | $108K | Buy |
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|
2017
Q1 | $100K | Sell |
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|
2016
Q4 | $111K | Hold |
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|
2016
Q3 | $103K | Hold |
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|
2016
Q2 | $101K | Hold |
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|
2016
Q1 | $111K | Sell |
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|
2015
Q4 | $106K | Sell |
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|
2015
Q3 | $207K | Buy |
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|
2015
Q2 | $107K | Sell |
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|
2015
Q1 | $107K | Sell |
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|
2014
Q4 | $138K | Hold |
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|
2014
Q3 | $156K | Buy |
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|
2014
Q2 | $142K | Hold |
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|
2014
Q1 | $136K | Sell |
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|
2013
Q4 | $139K | Buy |
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|
2013
Q3 | $98K | Hold |
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|
2013
Q2 | $100K | Buy |
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