Smith, Moore & 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 | $1.19M | Buy |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.22M | Buy |
|
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.71M | Buy |
|
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|
2024
Q1 | $1.94M | Sell |
|
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|
2023
Q4 | $1.69M | Buy |
|
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|
2023
Q3 | $1.52M | Buy |
|
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|
2023
Q2 | $1.12M | Buy |
|
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|
2023
Q1 | $1.12M | Buy |
|
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|
2022
Q4 | $1.14M | Sell |
|
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|
2022
Q3 | $900K | Sell |
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|
2022
Q2 | $981K | Sell |
|
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|
2022
Q1 | $1.07M | Buy |
|
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|
2021
Q4 | $864K | Buy |
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|
2021
Q3 | $824K | Sell |
|
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|
2021
Q2 | $1.02M | Buy |
|
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|
2021
Q1 | $928K | Buy |
|
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|
2020
Q4 | $746K | Sell |
|
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|
2020
Q3 | $602K | Buy |
|
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|
2020
Q2 | $664K | Sell |
|
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|
2020
Q1 | $543K | Sell |
|
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|
2019
Q4 | $1.15M | Buy |
|
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|
2019
Q3 | $1.04M | Sell |
|
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|
2019
Q2 | $990K | Buy |
|
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|
2019
Q1 | $965K | Sell |
|
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|
2018
Q4 | $928K | Sell |
|
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|
2018
Q3 | $1.22M | Buy |
|
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|
2018
Q2 | $1.14M | Buy |
|
|||||
|
2018
Q1 | $940K | Buy |
|
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|
2017
Q4 | $962K | Buy |
|
|||||
|
2017
Q3 | $792K | Buy |
|
|||||
|
2017
Q2 | $586K | Buy |
|
|||||
|
2017
Q1 | $546K | Sell |
|
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|
2016
Q4 | $725K | Buy |
|
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|
2016
Q3 | $675K | Buy |
|
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|
2016
Q2 | $664K | Sell |
|
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|
2016
Q1 | $833K | Buy |
|
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|
2015
Q4 | $714K | Buy |
|
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|
2015
Q3 | $579K | Buy |
|
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|
2015
Q2 | $579K | Buy |
|
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|
2015
Q1 | $557K | Sell |
|
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|
2014
Q4 | $558K | Buy |
|
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|
2014
Q3 | $506K | Buy |
|
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|
2014
Q2 | $490K | Hold |
|
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|
2014
Q1 | $470K | Sell |
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|
2013
Q4 | $520K | Buy |
|