Pointe Capital Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $220K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $221K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $85.7K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $453K | Sell |
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|
2016
Q2 | $466K | Sell |
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|
2016
Q1 | $712K | Buy |
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|
2015
Q4 | $656K | Buy |
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|
2015
Q3 | $573K | Buy |
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|
2015
Q2 | $557K | Buy |
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|
2015
Q1 | $372K | Buy |
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