NorthRock Partners’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 | $1.3M | Buy |
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|
2025
Q2 | $806K | Buy |
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|
2025
Q1 | $771K | Buy |
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|
2024
Q4 | $633K | Buy |
|
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|
2024
Q3 | $615K | Buy |
|
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|
2024
Q2 | $642K | Buy |
|
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|
2024
Q1 | $700K | Buy |
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|
2023
Q4 | $512K | Buy |
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|
2023
Q3 | $278K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $222K | Sell |
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|
2022
Q4 | $277K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $202K | Sell |
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|
2019
Q3 | $211K | Buy |
|