Summit Global Investments’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
Q3 | $408K | Buy |
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|
2025
Q2 | $345K | Buy |
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|
2025
Q1 | $340K | Sell |
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|
2024
Q4 | $318K | Sell |
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|
2024
Q3 | $371K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $396K | Sell |
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|
2023
Q4 | $920K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.74M | Buy |
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|
2019
Q3 | $1.55M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $11M | Sell |
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|
2018
Q4 | $11.4M | Sell |
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|
2018
Q3 | $15M | Buy |
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|
2018
Q2 | $14.1M | Buy |
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|
2018
Q1 | $2.65M | Buy |
|