Orleans Capital 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
Q2 | $253K | Hold |
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|
2025
Q1 | $261K | Hold |
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|
2024
Q4 | $274K | Hold |
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|
2024
Q3 | $278K | Hold |
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|
2024
Q2 | $299K | Sell |
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|
2024
Q1 | $374K | Sell |
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|
2023
Q4 | $441K | Sell |
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|
2023
Q3 | $458K | Hold |
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|
2023
Q2 | $363K | Sell |
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|
2023
Q1 | $442K | Sell |
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|
2022
Q4 | $477K | Hold |
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|
2022
Q3 | $370K | Sell |
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|
2022
Q2 | $389K | Hold |
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|
2022
Q1 | $409K | Sell |
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|
2021
Q4 | $659K | Sell |
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|
2021
Q3 | $1.63M | Sell |
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|
2021
Q2 | $2.24M | Buy |
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|
2021
Q1 | $1.95M | Buy |
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|
2020
Q4 | $1.38M | Buy |
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|
2020
Q3 | $534K | Buy |
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|
2020
Q2 | $624K | Sell |
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|
2020
Q1 | $903K | Buy |
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|
2019
Q4 | $1.27M | Buy |
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|
2019
Q3 | $1.12M | Sell |
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|
2019
Q2 | $1.04M | Buy |
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|
2019
Q1 | $942K | Buy |
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|
2018
Q4 | $500K | Sell |
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|
2018
Q3 | $896K | Buy |
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|
2018
Q2 | $865K | Buy |
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