Plimoth Trust’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 | $406K | Hold |
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|
2025
Q2 | $356K | Buy |
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|
2025
Q1 | $367K | Buy |
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|
2024
Q4 | $288K | Hold |
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|
2024
Q3 | $332K | Hold |
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|
2024
Q2 | $357K | Hold |
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|
2024
Q1 | $413K | Hold |
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|
2023
Q4 | $336K | Hold |
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|
2023
Q3 | $303K | Hold |
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|
2023
Q2 | $241K | Hold |
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|
2023
Q1 | $256K | Hold |
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|
2022
Q4 | $263K | Hold |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $207K | Hold |
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|
2022
Q1 | $219K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $217K | Hold |
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|
2021
Q1 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $625K | Hold |
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|
2019
Q3 | $575K | Hold |
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|
2019
Q2 | $525K | Hold |
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|
2019
Q1 | $534K | Buy |
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|
2018
Q4 | $434K | Hold |
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|
2018
Q3 | $568K | Hold |
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|
2018
Q2 | $566K | Hold |
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|
2018
Q1 | $483K | Buy |
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