Scotia 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 | $405K | Sell |
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|
2025
Q2 | $387K | Hold |
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|
2025
Q1 | $401K | Sell |
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|
2024
Q4 | $419K | Sell |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.35M | Sell |
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|
2024
Q1 | $1.7M | Sell |
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|
2023
Q4 | $1.42M | Sell |
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|
2023
Q3 | $1.54M | Sell |
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|
2023
Q2 | $4.87M | Buy |
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|
2023
Q1 | $4.4M | Sell |
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|
2022
Q4 | $4.56M | Buy |
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|
2022
Q3 | $3.43M | Sell |
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|
2022
Q2 | $4.25M | Buy |
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|
2022
Q1 | $709K | Buy |
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|
2021
Q4 | $287K | Sell |
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|
2021
Q3 | $308K | Buy |
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|
2021
Q2 | $351K | Sell |
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|
2021
Q1 | $335K | Sell |
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|
2020
Q4 | $291K | Buy |
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|
2020
Q3 | $201K | Sell |
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|
2020
Q2 | $281K | Sell |
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|
2020
Q1 | $213K | Sell |
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|
2019
Q4 | $1.5M | Buy |
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|
2019
Q3 | $473K | Sell |
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|
2019
Q2 | $529K | Sell |
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|
2019
Q1 | $1.04M | Buy |
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|
2018
Q4 | $528K | Sell |
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|
2018
Q3 | $853K | Sell |
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|
2018
Q2 | $902K | Buy |
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|
2018
Q1 | $905K | Buy |
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|
2017
Q4 | $805K | Sell |
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|
2017
Q3 | $1.24M | Buy |
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|
2017
Q2 | $1.07M | Sell |
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|
2017
Q1 | $1.3M | Buy |
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|
2016
Q4 | $1.02M | Sell |
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|
2016
Q3 | $984K | Sell |
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|
2016
Q2 | $1.22M | Sell |
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|
2016
Q1 | $1.78M | Buy |
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|
2015
Q4 | $329K | Hold |
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|
2015
Q3 | $309K | Sell |
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|
2015
Q2 | $377K | Buy |
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|
2015
Q1 | $300K | Sell |
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|
2014
Q4 | $1.29M | Sell |
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|
2014
Q3 | $2.83M | Buy |
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|
2014
Q2 | $2.4M | Buy |
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|
2014
Q1 | $297K | Sell |
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|
2013
Q4 | $376K | Buy |
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|
2013
Q3 | $221K | Sell |
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|
2013
Q2 | $2.44M | Buy |
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