Private Trust Company’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 | $857K | Sell |
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|
2025
Q2 | $786K | Sell |
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|
2025
Q1 | $852K | Buy |
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|
2024
Q4 | $786K | Buy |
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|
2024
Q3 | $878K | Sell |
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|
2024
Q2 | $949K | Buy |
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|
2024
Q1 | $977K | Buy |
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|
2023
Q4 | $730K | Sell |
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|
2023
Q3 | $691K | Sell |
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|
2023
Q2 | $572K | Buy |
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|
2023
Q1 | $501K | Buy |
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|
2022
Q4 | $486K | Sell |
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|
2022
Q3 | $399K | Buy |
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|
2022
Q2 | $396K | Sell |
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|
2022
Q1 | $528K | Buy |
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|
2021
Q4 | $419K | Sell |
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|
2021
Q3 | $411K | Buy |
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|
2021
Q2 | $496K | Buy |
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|
2021
Q1 | $377K | Buy |
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|
2020
Q4 | $274K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $280K | Sell |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $905K | Buy |
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|
2019
Q3 | $779K | Sell |
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|
2019
Q2 | $734K | Buy |
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|
2019
Q1 | $722K | Buy |
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|
2018
Q4 | $644K | Sell |
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|
2018
Q3 | $1.42M | Buy |
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|
2018
Q2 | $1.38M | Buy |
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|
2018
Q1 | $875K | Sell |
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|
2017
Q4 | $947K | Buy |
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|
2017
Q3 | $530K | Sell |
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|
2017
Q2 | $534K | Buy |
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|
2017
Q1 | $392K | Sell |
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|
2016
Q4 | $603K | Sell |
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|
2016
Q3 | $654K | Buy |
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|
2016
Q2 | $517K | Buy |
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|
2016
Q1 | $509K | Buy |
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|
2015
Q4 | $394K | Buy |
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|
2015
Q3 | $365K | Buy |
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|
2015
Q2 | $298K | Sell |
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|
2015
Q1 | $340K | Sell |
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|
2014
Q4 | $373K | Buy |
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|
2014
Q3 | $375K | Sell |
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|
2014
Q2 | $418K | Buy |
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|
2014
Q1 | $335K | Sell |
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|
2013
Q4 | $338K | Sell |
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|
2013
Q3 | $256K | Buy |
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|
2013
Q2 | $247K | Buy |
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