Next Capital Management’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 | $215K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $217K | Hold |
|
|||||
|
2024
Q3 | $250K | Sell |
|
|||||
|
2024
Q2 | $454K | Buy |
|
|||||
|
2024
Q1 | $320K | Buy |
|
|||||
|
2023
Q4 | $253K | Hold |
|
|||||
|
2023
Q3 | $229K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $406K | Hold |
|
|||||
|
2022
Q3 | $315K | Hold |
|
|||||
|
2022
Q2 | $320K | Hold |
|
|||||
|
2022
Q1 | $337K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $215K | Hold |
|
|||||
|
2021
Q1 | $204K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $134K | Hold |
|
|||||
|
2019
Q4 | $279K | Hold |
|
|||||
|
2019
Q3 | $256K | Sell |
|
|||||
|
2019
Q2 | $270K | Buy |
|
|||||
|
2019
Q1 | $238K | Hold |
|
|||||
|
2018
Q4 | $215K | Buy |
|