Roberts, Glore & Co’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 | $485K | Hold |
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|
2025
Q1 | $502K | Sell |
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|
2024
Q4 | $471K | Hold |
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|
2024
Q3 | $544K | Sell |
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|
2024
Q2 | $590K | Hold |
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|
2024
Q1 | $683K | Hold |
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|
2023
Q4 | $557K | Hold |
|
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|
2023
Q3 | $502K | Sell |
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|
2023
Q2 | $425K | Hold |
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|
2023
Q1 | $451K | Buy |
|
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|
2022
Q4 | $456K | Sell |
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|
2022
Q3 | $378K | Hold |
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|
2022
Q2 | $383K | Sell |
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|
2022
Q1 | $411K | Sell |
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|
2021
Q4 | $422K | Buy |
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|
2021
Q3 | $405K | Hold |
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|
2021
Q2 | $496K | Hold |
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|
2021
Q1 | $471K | Sell |
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|
2020
Q4 | $411K | Buy |
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|
2020
Q3 | $285K | Buy |
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|
2020
Q2 | $354K | Sell |
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|
2020
Q1 | $316K | Buy |
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|
2019
Q4 | $520K | Buy |
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|
2019
Q3 | $345K | Hold |
|
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|
2019
Q2 | $315K | Hold |
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|
2019
Q1 | $320K | Sell |
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|
2018
Q4 | $303K | Sell |
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|
2018
Q3 | $447K | Hold |
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|
2018
Q2 | $445K | Hold |
|
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|
2018
Q1 | $380K | Sell |
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|
2017
Q4 | $411K | Hold |
|
|||||
|
2017
Q3 | $372K | Sell |
|
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|
2017
Q2 | $342K | Hold |
|
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|
2017
Q1 | $328K | Sell |
|
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|
2016
Q4 | $371K | Hold |
|
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|
2016
Q3 | $346K | Buy |
|
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|
2016
Q2 | $333K | Hold |
|
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|
2016
Q1 | $363K | Hold |
|
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|
2015
Q4 | $343K | Hold |
|
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|
2015
Q3 | $322K | Hold |
|
|||||
|
2015
Q2 | $338K | Hold |
|
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|
2015
Q1 | $329K | Sell |
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|
2014
Q4 | $304K | Sell |
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|
2014
Q3 | $351K | Hold |
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|
2014
Q2 | $347K | Hold |
|
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|
2014
Q1 | $333K | Sell |
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|
2013
Q4 | $336K | Sell |
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|
2013
Q3 | $275K | Sell |
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|
2013
Q2 | $440K | Buy |
|