Strategic Financial Services’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 | $715K | Hold |
|
|||||
|
2025
Q1 | $740K | Hold |
|
|||||
|
2024
Q4 | $683K | Hold |
|
|||||
|
2024
Q3 | $788K | Hold |
|
|||||
|
2024
Q2 | $846K | Sell |
|
|||||
|
2024
Q1 | $987K | Sell |
|
|||||
|
2023
Q4 | $850K | Sell |
|
|||||
|
2023
Q3 | $812K | Sell |
|
|||||
|
2023
Q2 | $776K | Sell |
|
|||||
|
2023
Q1 | $723K | Sell |
|
|||||
|
2022
Q4 | $1.48M | Sell |
|
|||||
|
2022
Q3 | $1.61M | Sell |
|
|||||
|
2022
Q2 | $1.67M | Sell |
|
|||||
|
2022
Q1 | $1.84M | Sell |
|
|||||
|
2021
Q4 | $1.59M | Sell |
|
|||||
|
2021
Q3 | $1.67M | Sell |
|
|||||
|
2021
Q2 | $2.54M | Sell |
|
|||||
|
2021
Q1 | $2.52M | Sell |
|
|||||
|
2020
Q4 | $2.58M | Sell |
|
|||||
|
2020
Q3 | $2.11M | Sell |
|
|||||
|
2020
Q2 | $3.2M | Sell |
|
|||||
|
2020
Q1 | $3.76M | Buy |
|
|||||
|
2019
Q4 | $5.04M | Sell |
|
|||||
|
2019
Q3 | $5.43M | Sell |
|
|||||
|
2019
Q2 | $5.08M | Sell |
|
|||||
|
2019
Q1 | $5.27M | Sell |
|
|||||
|
2018
Q4 | $4.78M | Buy |
|
|||||
|
2018
Q3 | $3.36M | Sell |
|
|||||
|
2018
Q2 | $3.47M | Buy |
|
|||||
|
2018
Q1 | $2.92M | Sell |
|
|||||
|
2017
Q4 | $3.1M | Sell |
|
|||||
|
2017
Q3 | $2.81M | Buy |
|
|||||
|
2017
Q2 | $2.54M | Buy |
|
|||||
|
2017
Q1 | $2.41M | Buy |
|
|||||
|
2016
Q4 | $2.61M | Sell |
|
|||||
|
2016
Q3 | $2.44M | Buy |
|
|||||
|
2016
Q2 | $2.29M | Sell |
|
|||||
|
2016
Q1 | $2.61M | Buy |
|
|||||
|
2015
Q4 | $1.59M | Buy |
|
|||||
|
2015
Q3 | $1.45M | Buy |
|
|||||
|
2015
Q2 | $1.49M | Sell |
|
|||||
|
2015
Q1 | $1.49M | Sell |
|
|||||
|
2014
Q4 | $1.36M | Buy |
|
|||||
|
2014
Q3 | $1.53M | Buy |
|
|||||
|
2014
Q2 | $1.51M | Buy |
|
|||||
|
2014
Q1 | $1.44M | Buy |
|
|||||
|
2013
Q4 | $1.35M | Buy |
|
|||||
|
2013
Q3 | $989K | Sell |
|
|||||
|
2013
Q2 | $1.02M | Buy |
|