Palisade Asset 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 | $525K | Sell |
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|
2025
Q1 | $661K | Sell |
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|
2024
Q4 | $667K | Hold |
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|
2024
Q3 | $770K | Sell |
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|
2024
Q2 | $830K | Hold |
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|
2024
Q1 | $960K | Buy |
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|
2023
Q4 | $766K | Hold |
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|
2023
Q3 | $691K | Sell |
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|
2023
Q2 | $555K | Buy |
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|
2023
Q1 | $585K | Sell |
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|
2022
Q4 | $624K | Sell |
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|
2022
Q3 | $510K | Buy |
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|
2022
Q2 | $513K | Sell |
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|
2022
Q1 | $567K | Sell |
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|
2021
Q4 | $497K | Sell |
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|
2021
Q3 | $483K | Sell |
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|
2021
Q2 | $604K | Sell |
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|
2021
Q1 | $576K | Sell |
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|
2020
Q4 | $532K | Sell |
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|
2020
Q3 | $445K | Buy |
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|
2020
Q2 | $616K | Sell |
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|
2020
Q1 | $479K | Buy |
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|
2019
Q4 | $918K | Sell |
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|
2019
Q3 | $855K | Buy |
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|
2019
Q2 | $769K | Sell |
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|
2019
Q1 | $869K | Sell |
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|
2018
Q4 | $808K | Buy |
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|
2018
Q3 | $1.02M | Sell |
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|
2018
Q2 | $1.06M | Sell |
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|
2018
Q1 | $916K | Buy |
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|
2017
Q4 | $905K | Sell |
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|
2017
Q3 | $921K | Buy |
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|
2017
Q2 | $695K | Buy |
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|
2017
Q1 | $614K | Sell |
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|
2016
Q4 | $674K | Sell |
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|
2016
Q3 | $769K | Hold |
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|
2016
Q2 | $758K | Hold |
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|
2016
Q1 | $827K | Buy |
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|
2015
Q4 | $597K | Sell |
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|
2015
Q3 | $698K | Hold |
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|
2015
Q2 | $732K | Hold |
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|
2015
Q1 | $714K | Buy |
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|
2014
Q4 | $524K | Hold |
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|
2014
Q3 | $594K | Sell |
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|
2014
Q2 | $593K | Sell |
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|
2014
Q1 | $578K | Buy |
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|
2013
Q4 | $567K | Sell |
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|
2013
Q3 | $438K | Sell |
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|
2013
Q2 | $571K | Buy |
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