Port Capital’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 | $342K | Hold |
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|
2025
Q2 | $300K | Buy |
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|
2025
Q1 | $304K | Sell |
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|
2024
Q4 | $283K | Buy |
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|
2024
Q3 | $310K | Sell |
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|
2024
Q2 | $339K | Buy |
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|
2024
Q1 | $385K | Sell |
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|
2023
Q4 | $320K | Sell |
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|
2023
Q3 | $296K | Sell |
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|
2023
Q2 | $250K | Buy |
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|
2023
Q1 | $256K | Sell |
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|
2022
Q4 | $267K | Sell |
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|
2022
Q3 | $226K | Buy |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $241K | Sell |
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|
2021
Q4 | $208K | Hold |
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|
2021
Q3 | $201K | Buy |
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|
2021
Q2 | $233K | Buy |
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|
2021
Q1 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $303K | Buy |
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|
2019
Q3 | $253K | Hold |
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|
2019
Q2 | $231K | Buy |
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|
2019
Q1 | $229K | Buy |
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|
2018
Q4 | $207K | Buy |
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|
2018
Q3 | $265K | Buy |
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