Rehmann Capital Advisory Group’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 | $278K | Buy |
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|
2025
Q2 | $229K | Buy |
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|
2025
Q1 | $236K | Sell |
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|
2024
Q4 | $218K | Sell |
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|
2024
Q3 | $266K | Sell |
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|
2024
Q2 | $294K | Buy |
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|
2024
Q1 | $243K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $242K | Buy |
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|
2019
Q3 | $247K | Buy |
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|
2019
Q2 | $205K | Buy |
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|
2019
Q1 | $187K | Buy |
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|
2018
Q4 | $149K | Sell |
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|
2018
Q3 | $255K | Sell |
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|
2018
Q2 | $266K | Sell |
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|
2018
Q1 | $239K | Sell |
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|
2017
Q4 | $252K | Sell |
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|
2017
Q3 | $236K | Buy |
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|
2017
Q2 | $210K | Sell |
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|
2017
Q1 | $203K | Buy |
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|
2016
Q4 | $219K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $334K | Buy |
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|
2016
Q1 | $361K | Buy |
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|
2015
Q4 | $284K | Sell |
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|
2015
Q3 | $284K | Buy |
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|
2015
Q2 | $277K | Sell |
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|
2015
Q1 | $284K | Buy |
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|
2014
Q4 | $254K | Sell |
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|
2014
Q3 | $318K | Sell |
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|
2014
Q2 | $318K | Buy |
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|
2014
Q1 | $295K | Buy |
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|
2013
Q4 | $280K | Buy |
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