Stack Financial 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 | $26.5M | Sell |
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|
2025
Q1 | $27.7M | Sell |
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|
2024
Q4 | $25.7M | Sell |
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|
2024
Q3 | $29.8M | Buy |
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|
2024
Q2 | $31.8M | Sell |
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|
2024
Q1 | $36.9M | Buy |
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|
2023
Q4 | $30M | Sell |
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|
2023
Q3 | $27.5M | Sell |
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|
2023
Q2 | $21.9M | Buy |
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|
2023
Q1 | $23.3M | Buy |
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|
2022
Q4 | $23.5M | Buy |
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|
2022
Q3 | $18.1M | Buy |
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|
2022
Q2 | $18.2M | Sell |
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|
2022
Q1 | $19.4M | Buy |
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|
2021
Q4 | $15.6M | Sell |
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|
2021
Q3 | $15.5M | Buy |
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|
2021
Q2 | $18.8M | Buy |
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|
2021
Q1 | $17.7M | Buy |
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