NXG Investment 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 | $28.5M | Buy |
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|
2025
Q2 | $23.8M | Buy |
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|
2025
Q1 | $22.6M | Buy |
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|
2024
Q4 | $19.2M | Sell |
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|
2024
Q3 | $22.3M | Sell |
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|
2024
Q2 | $33.3M | Buy |
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|
2024
Q1 | $32.7M | Buy |
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|
2023
Q4 | $14.2M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3.29M | Hold |
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|
2021
Q1 | $3.12M | Hold |
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|
2020
Q4 | $2.68M | Sell |
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|
2020
Q3 | $2.1M | Sell |
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|
2020
Q2 | $3.13M | Buy |
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|
2020
Q1 | $2.32M | Buy |
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|
2019
Q4 | $695K | Sell |
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|
2019
Q3 | $8.71M | Sell |
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|
2019
Q2 | $8.86M | Buy |
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|
2019
Q1 | $5.33M | Buy |
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|
2018
Q4 | $3.86M | Sell |
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|
2018
Q3 | $8.61M | Buy |
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|
2018
Q2 | $8.15M | Buy |
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|
2018
Q1 | $6.55M | Sell |
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|
2017
Q4 | $25.9M | Buy |
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|
2017
Q3 | $8.28M | Sell |
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|
2017
Q2 | $17.3M | Buy |
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|
2017
Q1 | $9.25M | Buy |
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|
2016
Q4 | $9.59M | Sell |
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|
2016
Q3 | $9.53M | Sell |
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|
2016
Q2 | $10.3M | Sell |
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|
2016
Q1 | $21M | Sell |
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|
2015
Q4 | $25.7M | Sell |
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|
2015
Q3 | $31.5M | Sell |
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|
2015
Q2 | $49.8M | Buy |
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|
2015
Q1 | $48.1M | Buy |
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|
2014
Q4 | $39.9M | Buy |
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|
2014
Q3 | $42.3M | Buy |
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|
2014
Q2 | $35.3M | Sell |
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|
2014
Q1 | $35.4M | Sell |
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|
2013
Q4 | $37.3M | Buy |
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|
2013
Q3 | $30.1M | Buy |
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|
2013
Q2 | $27.3M | Buy |
|