Shufro Rose & 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
Q3 | $343K | Hold |
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|
2025
Q2 | $343K | Hold |
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|
2025
Q1 | $343K | Buy |
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|
2024
Q4 | $233K | Hold |
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|
2024
Q3 | $289K | Hold |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $359K | Buy |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $264K | Hold |
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|
2023
Q2 | $210K | Hold |
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|
2023
Q1 | $223K | Hold |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $186K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $206K | Sell |
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|
2021
Q1 | $208K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $234K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $372K | Hold |
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|
2019
Q3 | $342K | Sell |
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|
2019
Q2 | $321K | Hold |
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|
2019
Q1 | $327K | Hold |
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|
2018
Q4 | $296K | Sell |
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|
2018
Q3 | $400K | Sell |
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|
2018
Q2 | $416K | Sell |
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|
2018
Q1 | $412K | Buy |
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|
2017
Q4 | $344K | Hold |
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|
2017
Q3 | $311K | Buy |
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|
2017
Q2 | $260K | Buy |
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|
2017
Q1 | $236K | Buy |
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|
2016
Q4 | $229K | Sell |
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|
2016
Q3 | $242K | Buy |
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|
2016
Q2 | $214K | Hold |
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|
2016
Q1 | $234K | Buy |
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|
2015
Q4 | $204K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $209K | Sell |
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|
2015
Q1 | $216K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $203K | Hold |
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|
2014
Q2 | $201K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $302K | Hold |
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|
2013
Q3 | $226K | Sell |
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|
2013
Q2 | $237K | Buy |
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