Northwest & Ethical Investments’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 | – | Sell |
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|
2025
Q1 | $3.67M | Buy |
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|
2024
Q4 | $2.39M | Buy |
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|
2024
Q3 | $1.94M | Sell |
|
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|
2024
Q2 | $2.53M | Hold |
|
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|
2024
Q1 | $2.92M | Buy |
|
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|
2023
Q4 | $642K | Hold |
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|
2023
Q3 | $580K | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $809K | Hold |
|
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|
2022
Q4 | $830K | Buy |
|
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|
2022
Q3 | $596K | Sell |
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|
2022
Q2 | $622K | Buy |
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $1.5M | Sell |
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|
2021
Q2 | $1.9M | Sell |
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|
2021
Q1 | $2.84M | Buy |
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