Sentry Investment Management’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 | $176K | Hold |
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|
2025
Q1 | $131K | Sell |
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|
2024
Q4 | $201K | Sell |
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|
2024
Q3 | $269K | Sell |
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|
2024
Q2 | $300K | Sell |
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|
2024
Q1 | $418K | Hold |
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|
2023
Q4 | $341K | Sell |
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|
2023
Q3 | $311K | Sell |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $320K | Sell |
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|
2022
Q4 | $350K | Buy |
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|
2022
Q3 | $258K | Hold |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $318K | Sell |
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|
2021
Q4 | $282K | Hold |
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|
2021
Q3 | $273K | Sell |
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|
2021
Q2 | $383K | Hold |
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|
2021
Q1 | $364K | Sell |
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|
2020
Q4 | $1.83M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.01M | Buy |
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|
2020
Q1 | $1.5M | Hold |
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|
2019
Q4 | $3.11M | Buy |
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|
2019
Q3 | $2.65M | Buy |
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|
2019
Q2 | $2.38M | Hold |
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|
2019
Q1 | $2.42M | Sell |
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|
2018
Q4 | $2.39M | Buy |
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|
2018
Q3 | $3.11M | Hold |
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|
2018
Q2 | $3.1M | Sell |
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|
2018
Q1 | $2.65M | Sell |
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|
2017
Q4 | $2.95M | Sell |
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|
2017
Q3 | $3.2M | Hold |
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|
2017
Q2 | $2.89M | Buy |
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|
2017
Q1 | $2.74M | Sell |
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|
2016
Q4 | $3.07M | Hold |
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|
2016
Q3 | $2.86M | Sell |
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|
2016
Q2 | $2.87M | Hold |
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|
2016
Q1 | $3.13M | Hold |
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|
2015
Q4 | $2.95M | Sell |
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|
2015
Q3 | $5.97M | Buy |
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|
2015
Q2 | $4.7M | Buy |
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|
2015
Q1 | $4.14M | Buy |
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|
2014
Q4 | $2.76M | Buy |
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|
2014
Q3 | $2.8M | Sell |
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|
2014
Q2 | $3.05M | Buy |
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|
2014
Q1 | $2.67M | Hold |
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|
2013
Q4 | $2.67M | Sell |
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|
2013
Q3 | $2.54M | Buy |
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|
2013
Q2 | $1.91M | Buy |
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