Strategic Global Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.53M | Sell |
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|
2022
Q4 | $3.93M | Sell |
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|
2022
Q3 | $3.27M | Sell |
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|
2022
Q2 | $3.44M | Buy |
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|
2022
Q1 | $3.17M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3.25M | Sell |
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|
2020
Q1 | $3.02M | Sell |
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|
2019
Q4 | $6.71M | Buy |
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|
2019
Q3 | $1.6M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.59M | Sell |
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|
2016
Q2 | $1.59M | Sell |
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|
2016
Q1 | $2.55M | Sell |
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|
2015
Q4 | $2.63M | Buy |
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|
2015
Q3 | $2.47M | Buy |
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|
2015
Q2 | $1.06M | Buy |
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|
2015
Q1 | $846K | Hold |
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|
2014
Q4 | $772K | Buy |
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