New York Life Investment Management’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.62M Buy
55,453
+188
+0.3% +$22.4K 0.06% 272
2025
Q1
$6.82M Sell
55,265
-215
-0.4% -$26.5K 0.07% 252
2024
Q4
$6.32M Sell
55,480
-296
-0.5% -$33.7K 0.06% 271
2024
Q3
$7.33M Sell
55,776
-2,570
-4% -$338K 0.07% 250
2024
Q2
$8.24M Sell
58,346
-503
-0.9% -$71K 0.08% 224
2024
Q1
$9.61M Sell
58,849
-3,617
-6% -$591K 0.1% 197
2023
Q4
$8.32M Sell
62,466
-3,520
-5% -$469K 0.09% 206
2023
Q3
$7.93M Sell
65,986
-861
-1% -$103K 0.09% 214
2023
Q2
$6.38M Sell
66,847
-8,103
-11% -$773K 0.07% 272
2023
Q1
$7.6M Sell
74,950
-1,171
-2% -$119K 0.08% 240
2022
Q4
$7.92M Sell
76,121
-1,504
-2% -$157K 0.09% 233
2022
Q3
$6.27M Sell
77,625
-622
-0.8% -$50.2K 0.08% 258
2022
Q2
$6.42M Buy
+78,247
New +$6.42M 0.07% 268
2014
Q4
Sell
-8,530
Closed -$694K 280
2014
Q3
$694K Hold
8,530
0.11% 60
2014
Q2
$686K Buy
+8,530
New +$686K 0.12% 63