Princeton Global Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $513K | Sell |
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|
2025
Q2 | $469K | Buy |
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|
2025
Q1 | $479K | Buy |
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|
2024
Q4 | $441K | Buy |
|
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|
2024
Q3 | $509K | Buy |
|
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|
2024
Q2 | $546K | Sell |
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|
2024
Q1 | $660K | Buy |
|
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|
2023
Q4 | $537K | Buy |
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|
2023
Q3 | $484K | Sell |
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|
2023
Q2 | $408K | Buy |
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|
2023
Q1 | $433K | Buy |
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|
2022
Q4 | $15K | Buy |
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|
2022
Q3 | $12K | Buy |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $12K | Hold |
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|
2021
Q1 | $12K | Hold |
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|
2020
Q4 | $10K | Buy |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $3K | Sell |
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|
2019
Q4 | $45 | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $57K | Buy |
|