Recurrent Investment Advisors’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 | $55.7M | Buy |
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|
2025
Q1 | $51.3M | Buy |
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|
2024
Q4 | $44.8M | Buy |
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|
2024
Q3 | $49.4M | Buy |
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|
2024
Q2 | $47M | Buy |
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|
2024
Q1 | $49.9M | Sell |
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|
2023
Q4 | $40.9M | Sell |
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|
2023
Q3 | $37.8M | Buy |
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|
2023
Q2 | $29.1M | Buy |
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|
2023
Q1 | $26.6M | Buy |
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|
2022
Q4 | $26.5M | Buy |
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|
2022
Q3 | $19.1M | Buy |
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|
2022
Q2 | $16.2M | Buy |
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|
2022
Q1 | $15.3M | Buy |
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|
2021
Q4 | $11.9M | Buy |
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|
2021
Q3 | $9.46M | Buy |
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|
2021
Q2 | $8.92M | Buy |
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|
2021
Q1 | $6.98M | Sell |
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|
2020
Q4 | $6.32M | Buy |
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|
2020
Q3 | $4.14M | Buy |
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|
2020
Q2 | $5.24M | Buy |
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|
2020
Q1 | $2.22M | Buy |
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|
2019
Q4 | $2.71M | Buy |
|