South Street Advisors’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 | $716K | Hold |
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|
2025
Q1 | $741K | Hold |
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|
2024
Q4 | $684K | Sell |
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|
2024
Q3 | $989K | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $1.05M | Hold |
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|
2023
Q4 | $855K | Hold |
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|
2023
Q3 | $771K | Hold |
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|
2023
Q2 | $612K | Hold |
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|
2023
Q1 | $651K | Hold |
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|
2022
Q4 | $668K | Hold |
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|
2022
Q3 | $518K | Hold |
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|
2022
Q2 | $526K | Hold |
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|
2022
Q1 | $555K | Hold |
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|
2021
Q4 | $465K | Hold |
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|
2021
Q3 | $450K | Hold |
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|
2021
Q2 | $551K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $457K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $10.9M | Buy |
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|
2019
Q3 | $10M | Buy |
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|
2019
Q2 | $8.91M | Hold |
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|
2019
Q1 | $9.07M | Sell |
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|
2018
Q4 | $8.32M | Sell |
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|
2018
Q3 | $11K | Sell |
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|
2018
Q2 | $11.1M | Buy |
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|
2018
Q1 | $9.42K | Buy |
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|
2017
Q4 | $9.81M | Sell |
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|
2017
Q3 | $9.04K | Sell |
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|
2017
Q2 | $8.17M | Sell |
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|
2017
Q1 | $7.84K | Buy |
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|
2016
Q4 | $8.52M | Sell |
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|
2016
Q3 | $8.52M | Sell |
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|
2016
Q2 | $8.48M | Buy |
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|
2016
Q1 | $8.61M | Buy |
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