Obermeyer Wealth 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 | $426K | Buy |
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|
2025
Q2 | $344K | Buy |
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|
2025
Q1 | $355K | Buy |
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|
2024
Q4 | $325K | Buy |
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|
2024
Q3 | $375K | Sell |
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|
2024
Q2 | $411K | Hold |
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|
2024
Q1 | $475K | Buy |
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|
2023
Q4 | $346K | Buy |
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|
2023
Q3 | $304K | Hold |
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|
2023
Q2 | $242K | Hold |
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|
2023
Q1 | $257K | Hold |
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|
2022
Q4 | $264K | Hold |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $208K | Buy |
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|
2022
Q1 | $213K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $237K | Sell |
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|
2021
Q1 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Sell |
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|
2019
Q3 | $264K | Sell |
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|
2019
Q2 | $294K | Hold |
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|
2019
Q1 | $299K | Sell |
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|
2018
Q4 | $549K | Hold |
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|
2018
Q3 | $718K | Buy |
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|
2018
Q2 | $648K | Sell |
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|
2018
Q1 | $591K | Hold |
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|
2017
Q4 | $624K | Buy |
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|
2017
Q3 | $559K | Sell |
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|
2017
Q2 | $564K | Sell |
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|
2017
Q1 | $595K | Sell |
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|
2016
Q4 | $739K | Buy |
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|
2016
Q3 | $658K | Sell |
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|
2016
Q2 | $649K | Hold |
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|
2016
Q1 | $708K | Hold |
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|
2015
Q4 | $669K | Hold |
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|
2015
Q3 | $628K | Sell |
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|
2015
Q2 | $6.31M | Sell |
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|
2015
Q1 | $20.1M | Sell |
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|
2014
Q4 | $22.9M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $117K | Buy |
|