Silvercrest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
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|
2025
Q1 | $2.76M | Buy |
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|
2024
Q4 | $2.35M | Buy |
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|
2024
Q3 | $2.71M | Sell |
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|
2024
Q2 | $2.96M | Sell |
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|
2024
Q1 | $3.42M | Buy |
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|
2023
Q4 | $2.75M | Sell |
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|
2023
Q3 | $2.57M | Sell |
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|
2023
Q2 | $2.13M | Sell |
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|
2023
Q1 | $2.72M | Sell |
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|
2022
Q4 | $2.81M | Sell |
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|
2022
Q3 | $2.27M | Hold |
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|
2022
Q2 | $2.3M | Sell |
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|
2022
Q1 | $2.43M | Buy |
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|
2021
Q4 | $801K | Hold |
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|
2021
Q3 | $775K | Buy |
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|
2021
Q2 | $938K | Sell |
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|
2021
Q1 | $922K | Hold |
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|
2020
Q4 | $790K | Sell |
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|
2020
Q3 | $600K | Sell |
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|
2020
Q2 | $1.23M | Buy |
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|
2020
Q1 | $654K | Sell |
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|
2019
Q4 | $1.63M | Sell |
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|
2019
Q3 | $1.51M | Sell |
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|
2019
Q2 | $1.39M | Sell |
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|
2019
Q1 | $1.44M | Buy |
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|
2018
Q4 | $1.28M | Buy |
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|
2018
Q3 | $1.59M | Sell |
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|
2018
Q2 | $1.72M | Hold |
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|
2018
Q1 | $1.47M | Buy |
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|
2017
Q4 | $1.51M | Buy |
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|
2017
Q3 | $1.34M | Sell |
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|
2017
Q2 | $1.62M | Sell |
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|
2017
Q1 | $1.55M | Buy |
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|
2016
Q4 | $1.6M | Sell |
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|
2016
Q3 | $1.51M | Sell |
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|
2016
Q2 | $1.53M | Buy |
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|
2016
Q1 | $1.46M | Buy |
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|
2015
Q4 | $1.06M | Buy |
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|
2015
Q3 | $979K | Hold |
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|
2015
Q2 | $1.03M | Buy |
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|
2015
Q1 | $934K | Sell |
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|
2014
Q4 | $899K | Buy |
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|
2014
Q3 | $936K | Sell |
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|
2014
Q2 | $934K | Buy |
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|
2014
Q1 | $878K | Sell |
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|
2013
Q4 | $891K | Sell |
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|
2013
Q3 | $696K | Sell |
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|
2013
Q2 | $714K | Buy |
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