North Star Asset 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
Q3 | $304K | Hold |
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|
2025
Q2 | $266K | Hold |
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|
2025
Q1 | $276K | Buy |
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|
2024
Q4 | $228K | Sell |
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|
2024
Q3 | $264K | Sell |
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|
2024
Q2 | $286K | Hold |
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|
2024
Q1 | $331K | Sell |
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|
2023
Q4 | $272K | Sell |
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|
2023
Q3 | $256K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $283K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $548K | Sell |
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|
2019
Q3 | $524K | Sell |
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|
2019
Q2 | $490K | Hold |
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|
2019
Q1 | $499K | Hold |
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|
2018
Q4 | $451K | Hold |
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|
2018
Q3 | $591K | Sell |
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|
2018
Q2 | $701K | Hold |
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|
2018
Q1 | $599K | Hold |
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|
2017
Q4 | $631K | Buy |
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|
2017
Q3 | $373K | Sell |
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|
2017
Q2 | $345K | Hold |
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|
2017
Q1 | $331K | Buy |
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|
2016
Q4 | $274K | Hold |
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|
2016
Q3 | $256K | Sell |
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|
2016
Q2 | $257K | Hold |
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|
2016
Q1 | $281K | Buy |
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|
2015
Q4 | $265K | Sell |
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|
2015
Q3 | $249K | Sell |
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|
2015
Q2 | $264K | Sell |
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|
2015
Q1 | $261K | Hold |
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|
2014
Q4 | $239K | Hold |
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|
2014
Q3 | $270K | Hold |
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|
2014
Q2 | $267K | Buy |
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|
2014
Q1 | $218K | Sell |
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|
2013
Q4 | $230K | Buy |
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