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 |
|