S.A. Mason’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 | $494K | Hold |
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|
2025
Q2 | $433K | Sell |
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|
2025
Q1 | $598K | Buy |
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|
2024
Q4 | $522K | Hold |
|
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|
2024
Q3 | $602K | Hold |
|
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|
2024
Q2 | $646K | Buy |
|
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|
2024
Q1 | $740K | Hold |
|
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|
2023
Q4 | $603K | Sell |
|
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|
2023
Q3 | $562K | Buy |
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|
2023
Q2 | $471K | Hold |
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|
2023
Q1 | $471K | Hold |
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|
2022
Q4 | $483K | Hold |
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|
2022
Q3 | $375K | Sell |
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|
2022
Q2 | $389K | Hold |
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|
2022
Q1 | $410K | Sell |
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|
2021
Q4 | $409K | Hold |
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|
2021
Q3 | $395K | Buy |
|
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|
2021
Q2 | $398K | Sell |
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|
2021
Q1 | $378K | Buy |
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|
2020
Q4 | $300K | Sell |
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|
2020
Q3 | $229K | Buy |
|
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|
2020
Q2 | $310K | Buy |
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|
2020
Q1 | $221K | Buy |
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|
2019
Q4 | $403K | Buy |
|