Searle & Co’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 | $956K | Sell |
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|
2025
Q1 | $991K | Hold |
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|
2024
Q4 | $914K | Sell |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.47M | Hold |
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|
2024
Q1 | $1.7M | Hold |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $982K | Hold |
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|
2023
Q2 | $911K | Buy |
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|
2023
Q1 | $808K | Sell |
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|
2022
Q4 | $904K | Buy |
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|
2022
Q3 | $700K | Hold |
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|
2022
Q2 | $711K | Buy |
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|
2022
Q1 | $490K | Hold |
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|
2021
Q4 | $411K | Buy |
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|
2021
Q3 | $248K | Hold |
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|
2021
Q2 | $304K | Hold |
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|
2021
Q1 | $289K | Hold |
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|
2020
Q4 | $248K | Sell |
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|
2020
Q3 | $287K | Hold |
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|
2020
Q2 | $398K | Hold |
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|
2020
Q1 | $297K | Sell |
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|
2019
Q4 | $704K | Sell |
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|
2019
Q3 | $711K | Sell |
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|
2019
Q2 | $662K | Hold |
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|
2019
Q1 | $673K | Hold |
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|
2018
Q4 | $609K | Hold |
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|
2018
Q3 | $797K | Hold |
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|
2018
Q2 | $794K | Hold |
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|
2018
Q1 | $679K | Hold |
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|
2017
Q4 | $716K | Buy |
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|
2017
Q3 | $636K | Hold |
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|
2017
Q2 | $574K | Sell |
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|
2017
Q1 | $554K | Sell |
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|
2016
Q4 | $610K | Hold |
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|
2016
Q3 | $563K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $596K | Buy |
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|
2015
Q4 | $539K | Buy |
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|
2015
Q3 | $350K | Sell |
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|
2015
Q2 | $527K | Hold |
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|
2015
Q1 | $514K | Hold |
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|
2014
Q4 | $469K | Buy |
|