Patten & Patten’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 | $2.21M | Sell |
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|
2025
Q1 | $2.3M | Sell |
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|
2024
Q4 | $2.27M | Sell |
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|
2024
Q3 | $2.65M | Sell |
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|
2024
Q2 | $2.85M | Sell |
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|
2024
Q1 | $3.37M | Buy |
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|
2023
Q4 | $2.66M | Sell |
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|
2023
Q3 | $2.42M | Sell |
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|
2023
Q2 | $1.99M | Sell |
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|
2023
Q1 | $2.15M | Sell |
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|
2022
Q4 | $2.21M | Sell |
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|
2022
Q3 | $1.72M | Sell |
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|
2022
Q2 | $1.75M | Buy |
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|
2022
Q1 | $1.49M | Sell |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.47M | Sell |
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|
2021
Q1 | $1.49M | Buy |
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|
2020
Q4 | $1.27M | Sell |
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|
2020
Q3 | $1.11M | Buy |
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|
2020
Q2 | $1.5M | Sell |
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|
2020
Q1 | $1.2M | Buy |
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|
2019
Q4 | $2.24M | Buy |
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|
2019
Q3 | $2.04M | Buy |
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|
2019
Q2 | $1.48M | Buy |
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|
2019
Q1 | $1.09M | Buy |
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|
2018
Q4 | $936K | Sell |
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|
2018
Q3 | $1.26M | Sell |
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|
2018
Q2 | $1.28M | Sell |
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|
2018
Q1 | $1.27M | Sell |
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|
2017
Q4 | $1.37M | Sell |
|
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|
2017
Q3 | $1.26M | Sell |
|
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|
2017
Q2 | $1.38M | Sell |
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|
2017
Q1 | $1.61M | Sell |
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|
2016
Q4 | $2.4M | Buy |
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|
2016
Q3 | $2.24M | Sell |
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|
2016
Q2 | $2.87M | Buy |
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|
2016
Q1 | $2.5M | Sell |
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|
2015
Q4 | $2.4M | Sell |
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|
2015
Q3 | $2.5M | Sell |
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|
2015
Q2 | $2.76M | Buy |
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|
2015
Q1 | $1.7M | Buy |
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|
2014
Q4 | $1.44M | Sell |
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|
2014
Q3 | $7.09M | Sell |
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|
2014
Q2 | $7.26M | Sell |
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|
2014
Q1 | $7.03M | Buy |
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|
2013
Q4 | $6.96M | Buy |
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|
2013
Q3 | $4.57M | Buy |
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|
2013
Q2 | $3.96M | Buy |
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