Rossmore Private Capital’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 | $434K | Hold |
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|
2025
Q2 | $381K | Sell |
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|
2025
Q1 | $394K | Sell |
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|
2024
Q4 | $365K | Hold |
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|
2024
Q3 | $421K | Hold |
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|
2024
Q2 | $452K | Sell |
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|
2024
Q1 | $531K | Buy |
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|
2023
Q4 | $427K | Hold |
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|
2023
Q3 | $385K | Hold |
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|
2023
Q2 | $306K | Buy |
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|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $319K | Buy |
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|
2022
Q3 | $236K | Buy |
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|
2022
Q2 | $236K | Buy |
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|
2022
Q1 | $242K | Hold |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $240K | Buy |
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|
2021
Q1 | $221K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $341K | Sell |
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|
2020
Q1 | $263K | Sell |
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|
2019
Q4 | $555K | Sell |
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|
2019
Q3 | $521K | Sell |
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|
2019
Q2 | $485K | Hold |
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|
2019
Q1 | $493K | Sell |
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|
2018
Q4 | $496K | Buy |
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|
2018
Q3 | $595K | Sell |
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|
2018
Q2 | $603K | Buy |
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|
2018
Q1 | $328K | Buy |
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|
2017
Q4 | $241K | Buy |
|