Patron 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 | $591K | Buy |
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|
2025
Q2 | $467K | Sell |
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|
2025
Q1 | $542K | Sell |
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|
2024
Q4 | $503K | Hold |
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|
2024
Q3 | $580K | Sell |
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|
2024
Q2 | $627K | Sell |
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|
2024
Q1 | $735K | Sell |
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|
2023
Q4 | $627K | Sell |
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|
2023
Q3 | $572K | Sell |
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|
2023
Q2 | $472K | Sell |
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|
2023
Q1 | $538K | Sell |
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|
2022
Q4 | $609K | Buy |
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|
2022
Q3 | $468K | Buy |
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|
2022
Q2 | $446K | Buy |
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|
2022
Q1 | $459K | Sell |
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|
2021
Q4 | $449K | Hold |
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|
2021
Q3 | $434K | Buy |
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|
2021
Q2 | $528K | Buy |
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|
2021
Q1 | $450K | Sell |
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|
2020
Q4 | $399K | Buy |
|