Opus 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 | $4.6M | Hold |
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|
2025
Q2 | $4.03M | Hold |
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|
2025
Q1 | $4.17M | Hold |
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|
2024
Q4 | $3.85M | Hold |
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|
2024
Q3 | $4.44M | Hold |
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|
2024
Q2 | $4.77M | Hold |
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|
2024
Q1 | $5.52M | Hold |
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|
2023
Q4 | $4.5M | Sell |
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|
2023
Q3 | $5.55M | Sell |
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|
2023
Q2 | $6.69M | Sell |
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|
2023
Q1 | $8.08M | Hold |
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|
2022
Q4 | $8.29M | Hold |
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|
2022
Q3 | $6.43M | Hold |
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|
2022
Q2 | $6.53M | Hold |
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|
2022
Q1 | $6.88M | Buy |
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|
2021
Q4 | $5.34M | Buy |
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|
2021
Q3 | $2.35M | Hold |
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|
2021
Q2 | $2.87M | Hold |
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|
2021
Q1 | $2.73M | Hold |
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|
2020
Q4 | $2.34M | Hold |
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|
2020
Q3 | $1.74M | Hold |
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|
2020
Q2 | $2.41M | Hold |
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|
2020
Q1 | $1.8M | Hold |
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|
2019
Q4 | $3.73M | Hold |
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|
2019
Q3 | $3.43M | Hold |
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|
2019
Q2 | $3.13M | Buy |
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|
2019
Q1 | $446K | Buy |
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