Orion Portfolio Solutions’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
Q1 | $2.61M | Buy |
|
|||||
|
2024
Q4 | $2.18M | Buy |
|
|||||
|
2024
Q3 | $2.44M | Sell |
|
|||||
|
2024
Q2 | $3.22M | Buy |
|
|||||
|
2024
Q1 | $2.85M | Buy |
|
|||||
|
2023
Q4 | $2.07M | Sell |
|
|||||
|
2023
Q3 | $1.91M | Sell |
|
|||||
|
2023
Q2 | $2.18M | Sell |
|
|||||
|
2023
Q1 | $2.87M | Buy |
|
|||||
|
2022
Q4 | $558K | Buy |
|
|||||
|
2022
Q3 | $207K | Sell |
|
|||||
|
2022
Q2 | $225K | Sell |
|
|||||
|
2022
Q1 | $298K | Sell |
|
|||||
|
2021
Q4 | $279K | Sell |
|
|||||
|
2021
Q3 | $280K | Sell |
|
|||||
|
2021
Q2 | $448K | Sell |
|
|||||
|
2021
Q1 | $436K | Buy |
|
|||||
|
2020
Q4 | $344K | Sell |
|
|||||
|
2020
Q3 | $282K | Sell |
|
|||||
|
2020
Q2 | $451K | Buy |
|
|||||
|
2020
Q1 | $173K | Sell |
|
|||||
|
2019
Q4 | $457K | Buy |
|