RPG Investment Advisory’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
Q1 | – | Sell |
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|
2024
Q4 | $7.2M | Sell |
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|
2024
Q3 | $8.83M | Buy |
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|
2024
Q2 | $9.23M | Buy |
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|
2024
Q1 | $10.6M | Sell |
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|
2023
Q4 | $10.1M | Buy |
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|
2023
Q3 | $9.09M | Sell |
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|
2023
Q2 | $8.16M | Sell |
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|
2023
Q1 | $8.77M | Buy |
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|
2022
Q4 | $6.35M | Sell |
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|
2022
Q3 | $5.81M | Buy |
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|
2022
Q2 | $5.87M | Sell |
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|
2022
Q1 | $6.23M | Sell |
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|
2021
Q4 | $8.11M | Sell |
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|
2021
Q3 | $8.18M | Buy |
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|
2021
Q2 | $9.88M | Buy |
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|
2021
Q1 | $5.95M | Sell |
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|
2020
Q4 | $5.13M | Sell |
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|
2020
Q3 | $3.86M | Buy |
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|
2020
Q2 | $5.25M | Buy |
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|
2020
Q1 | $3.87M | Buy |
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|
2019
Q4 | $4.31M | Sell |
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|
2019
Q3 | $4.98M | Buy |
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|
2019
Q2 | $148K | Buy |
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|
2019
Q1 | $61K | Buy |
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|
2018
Q4 | $17K | Hold |
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|
2018
Q3 | $23K | Sell |
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|
2018
Q2 | $45K | Sell |
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|
2018
Q1 | $67K | Sell |
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|
2017
Q4 | $72K | Hold |
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|
2017
Q3 | $65K | Sell |
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|
2017
Q2 | $146K | Buy |
|