SignalPoint Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $482K | Sell |
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|
2024
Q3 | $557K | Buy |
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|
2024
Q2 | $597K | Buy |
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|
2024
Q1 | $688K | Sell |
|
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|
2023
Q4 | $565K | Buy |
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|
2023
Q3 | $508K | Buy |
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|
2023
Q2 | $391K | Buy |
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|
2023
Q1 | $413K | Sell |
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|
2022
Q4 | $437K | Buy |
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|
2022
Q3 | $337K | Buy |
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|
2022
Q2 | $328K | Sell |
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|
2022
Q1 | $347K | Sell |
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|
2021
Q4 | $306K | Sell |
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|
2021
Q3 | $308K | Sell |
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|
2021
Q2 | $398K | Sell |
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|
2021
Q1 | $381K | Buy |
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|
2020
Q4 | $327K | Buy |
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|
2020
Q3 | $241K | Buy |
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|
2020
Q2 | $332K | Buy |
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $545K | Buy |
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|
2019
Q3 | $473K | Buy |
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|
2019
Q2 | $430K | Buy |
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|
2019
Q1 | $436K | Buy |
|
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|
2018
Q4 | $393K | Sell |
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|
2018
Q3 | $521K | Sell |
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|
2018
Q2 | $683K | Sell |
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|
2018
Q1 | $715K | Buy |
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|
2017
Q4 | $751K | Buy |
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|
2017
Q3 | $677K | Buy |
|
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|
2017
Q1 | – | Sell |
|
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|
2016
Q4 | $681K | Buy |
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|
2016
Q3 | $633K | Buy |
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|
2016
Q2 | $571K | Buy |
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|
2016
Q1 | $604K | Sell |
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|
2015
Q4 | $571K | Sell |
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|
2015
Q3 | $550K | Sell |
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|
2015
Q2 | $600K | Hold |
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|
2015
Q1 | $600K | Sell |
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|
2014
Q4 | $571K | Buy |
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|
2014
Q3 | $640K | Sell |
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|
2014
Q2 | $640K | Sell |
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|
2014
Q1 | $638K | Sell |
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|
2013
Q4 | $640K | Buy |
|