Stoneridge Investment Partners’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
Q4 | $217K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $217K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3.22M | Sell |
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|
2017
Q2 | $3.1M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2.65M | Sell |
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|
2016
Q2 | $2.83M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.86M | Sell |
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|
2015
Q2 | $7.12M | Sell |
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|
2015
Q1 | $6.99M | Buy |
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|
2014
Q4 | $5.6M | Buy |
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