Plancorp LLC’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 | $388K | Sell |
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|
2025
Q2 | $418K | Buy |
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|
2025
Q1 | $382K | Sell |
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|
2024
Q4 | $364K | Buy |
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|
2024
Q3 | $376K | Buy |
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|
2024
Q2 | $401K | Buy |
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|
2024
Q1 | $463K | Sell |
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|
2023
Q4 | $393K | Buy |
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|
2023
Q3 | $340K | Buy |
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|
2023
Q2 | $251K | Sell |
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|
2023
Q1 | $294K | Buy |
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|
2022
Q4 | $278K | Buy |
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|
2022
Q3 | $210K | Sell |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $202K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $233K | Buy |
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|
2021
Q1 | $220K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $338K | Sell |
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|
2019
Q3 | $312K | Sell |
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|
2019
Q2 | $295K | Sell |
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|
2019
Q1 | $492K | Buy |
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|
2018
Q4 | $433K | Buy |
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|
2018
Q3 | $551K | Buy |
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|
2018
Q2 | $527K | Buy |
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|
2018
Q1 | $451K | Hold |
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|
2017
Q4 | $473K | Buy |
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|
2017
Q3 | $428K | Buy |
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|
2017
Q2 | $383K | Sell |
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|
2017
Q1 | $383K | Sell |
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|
2016
Q4 | $417K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $331K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $314K | Buy |
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|
2013
Q4 | $314K | Buy |
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