Perpetual Ltd’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 | $357K | Sell |
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|
2025
Q2 | $397K | Hold |
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|
2025
Q1 | $411K | Buy |
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|
2024
Q4 | $373K | Hold |
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|
2024
Q3 | $431K | Sell |
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|
2024
Q2 | $466K | Sell |
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|
2024
Q1 | $668K | Buy |
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|
2023
Q4 | $556K | Hold |
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|
2023
Q3 | $502K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $219K | Buy |
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|
2020
Q3 | $6.14M | Buy |
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|
2020
Q2 | $3.39M | Buy |
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|
2020
Q1 | $2.31M | Buy |
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|
2019
Q4 | $442K | Hold |
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|
2019
Q3 | $407K | Hold |
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|
2019
Q2 | $371K | Hold |
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|
2019
Q1 | $378K | Hold |
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|
2018
Q4 | $337K | Hold |
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|
2018
Q3 | $447K | Hold |
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|
2018
Q2 | $447K | Sell |
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|
2018
Q1 | $649K | Hold |
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|
2017
Q4 | $692K | Buy |
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|
2017
Q3 | $586K | Sell |
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|
2017
Q2 | $3.63M | Buy |
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|
2017
Q1 | $3.34M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $610K | Sell |
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|
2016
Q2 | $1.39M | Buy |
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|
2016
Q1 | $1.14M | Buy |
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|
2015
Q4 | $703K | Buy |
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|
2015
Q3 | $606K | Sell |
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|
2015
Q2 | $668K | Sell |
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|
2015
Q1 | $683K | Hold |
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|
2014
Q4 | $623K | Buy |
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|
2014
Q3 | $503K | Buy |
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|
2014
Q2 | $458K | Buy |
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|
2014
Q1 | $206K | Hold |
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|
2013
Q4 | $206K | Sell |
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|
2013
Q3 | $1.42M | Hold |
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|
2013
Q2 | $1.44M | Buy |
|