Rothschild Investment LLC’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 | $4.65M | Buy |
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|
2025
Q1 | $4.68M | Sell |
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|
2024
Q4 | $4.35M | Buy |
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|
2024
Q3 | $5.01M | Sell |
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|
2024
Q2 | $5.43M | Sell |
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|
2024
Q1 | $6.31M | Sell |
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|
2023
Q4 | $5.14M | Sell |
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|
2023
Q3 | $5.65M | Buy |
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|
2023
Q2 | $4.48M | Buy |
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|
2023
Q1 | $4.72M | Sell |
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|
2022
Q4 | $4.86M | Sell |
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|
2022
Q3 | $3.79M | Sell |
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|
2022
Q2 | $4.11M | Buy |
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|
2022
Q1 | $4.29M | Sell |
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|
2021
Q4 | $3.66M | Buy |
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|
2021
Q3 | $3.35M | Buy |
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|
2021
Q2 | $2.42M | Sell |
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|
2021
Q1 | $2.32M | Buy |
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|
2020
Q4 | $1.93M | Sell |
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|
2020
Q3 | $1.52M | Sell |
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|
2020
Q2 | $2.21M | Sell |
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|
2020
Q1 | $1.65M | Sell |
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|
2019
Q4 | $3.46M | Buy |
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|
2019
Q3 | $3.11M | Buy |
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|
2019
Q2 | $2.73M | Buy |
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|
2019
Q1 | $2.68M | Buy |
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|
2018
Q4 | $1.89M | Buy |
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|
2018
Q3 | $2.41M | Buy |
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|
2018
Q2 | $2.28M | Sell |
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|
2018
Q1 | $1.96M | Buy |
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|
2017
Q4 | $2.05M | Buy |
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|
2017
Q3 | $1.84M | Sell |
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|
2017
Q2 | $1.74M | Buy |
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|
2017
Q1 | $1.66M | Sell |
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|
2016
Q4 | $1.83M | Buy |
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|
2016
Q3 | $1.65M | Buy |
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|
2016
Q2 | $1.42M | Hold |
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|
2016
Q1 | $1.55M | Sell |
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|
2015
Q4 | $1.48M | Sell |
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|
2015
Q3 | $1.42M | Sell |
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|
2015
Q2 | $1.51M | Hold |
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|
2015
Q1 | $1.47M | Buy |
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|
2014
Q4 | $1.34M | Hold |
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|
2014
Q3 | $1.52M | Buy |
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|
2014
Q2 | $1.5M | Sell |
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|
2014
Q1 | $1.51M | Sell |
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|
2013
Q4 | $1.51M | Buy |
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|
2013
Q3 | $1.1M | Buy |
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|
2013
Q2 | $1.09M | Buy |
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