Quilter Plc’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
Q2 | $290K | Hold |
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|
2025
Q1 | $300K | Sell |
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|
2024
Q4 | $284K | Hold |
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|
2024
Q3 | $328K | Sell |
|
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|
2024
Q2 | $404K | Hold |
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|
2024
Q1 | $468K | Hold |
|
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|
2023
Q4 | $382K | Sell |
|
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|
2023
Q3 | $2.92M | Hold |
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|
2023
Q2 | $2.91M | Hold |
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|
2023
Q1 | $2.91M | Hold |
|
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|
2022
Q4 | $305K | Hold |
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|
2022
Q3 | $237K | Hold |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $253K | Hold |
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|
2021
Q4 | $221K | Sell |
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|
2021
Q3 | $289K | Sell |
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|
2021
Q2 | $363K | Sell |
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|
2021
Q1 | $375K | Sell |
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|
2020
Q4 | $340K | Buy |
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|
2020
Q3 | $226K | Sell |
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|
2020
Q2 | $327K | Sell |
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|
2020
Q1 | $245K | Sell |
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|
2019
Q4 | $529K | Buy |
|