Spinnaker Trust’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 | $458K | Hold |
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2025
Q1 | $474K | Hold |
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2024
Q4 | $437K | Buy |
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2024
Q3 | $502K | Buy |
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2024
Q2 | $538K | Sell |
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2024
Q1 | $624K | Buy |
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2023
Q4 | $507K | Hold |
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2023
Q3 | $458K | Hold |
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2023
Q2 | $363K | Buy |
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2023
Q1 | $335K | Hold |
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2022
Q4 | $344K | Sell |
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2022
Q3 | $278K | Hold |
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2022
Q2 | $282K | Sell |
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2022
Q1 | $299K | Sell |
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2021
Q4 | $260K | Hold |
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2021
Q3 | $251K | Hold |
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2021
Q2 | $308K | Hold |
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2021
Q1 | $292K | Sell |
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2020
Q4 | $251K | Buy |
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2020
Q3 | – | Sell |
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2020
Q2 | $262K | Sell |
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2020
Q1 | $222K | Sell |
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2019
Q4 | $485K | Hold |
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2019
Q3 | $446K | Hold |
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2019
Q2 | $407K | Hold |
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2019
Q1 | $414K | Sell |
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2018
Q4 | $378K | Buy |
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2018
Q3 | $491K | Sell |
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2018
Q2 | $523K | Buy |
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2018
Q1 | $400K | Hold |
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2017
Q4 | $422K | Hold |
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2017
Q3 | $382K | Sell |
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2017
Q2 | $348K | Buy |
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2017
Q1 | $331K | Buy |
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2016
Q4 | $342K | Hold |
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2016
Q3 | $319K | Sell |
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2016
Q2 | $323K | Sell |
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2016
Q1 | $382K | Hold |
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2015
Q4 | $361K | Sell |
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2015
Q3 | $364K | Hold |
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2015
Q2 | $382K | Hold |
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2015
Q1 | $373K | Sell |
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2014
Q4 | $345K | Buy |
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2014
Q3 | $377K | Buy |
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