Stonegate Investment Group’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 | $106M | Buy |
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|
2025
Q1 | $64.2M | Buy |
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|
2024
Q4 | $58.2M | Sell |
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|
2024
Q3 | $67.5M | Buy |
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|
2024
Q2 | $70.9M | Buy |
|
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|
2024
Q1 | $80.9M | Sell |
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|
2023
Q4 | $71.6M | Buy |
|
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|
2023
Q3 | $64.5M | Sell |
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|
2023
Q2 | $52.5M | Sell |
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|
2023
Q1 | $56.1M | Buy |
|
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|
2022
Q4 | $51.4M | Buy |
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|
2022
Q3 | $39.8M | Buy |
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|
2022
Q2 | $40M | Buy |
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|
2022
Q1 | $41.3M | Buy |
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|
2021
Q4 | $33.5M | Buy |
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