Summit Securities 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
Q3 | $94.8K | Sell |
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|
2025
Q2 | $224K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $11.4K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $479K | Buy |
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|
2023
Q3 | $108K | Buy |
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|
2023
Q2 | $57K | Sell |
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|
2023
Q1 | $93K | Sell |
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|
2022
Q4 | $102K | Sell |
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|
2022
Q3 | $161K | Buy |
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|
2022
Q2 | $140K | Sell |
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|
2022
Q1 | $816K | Buy |
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|
2021
Q4 | $416K | Buy |
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|
2021
Q3 | $231K | Sell |
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|
2021
Q2 | $401K | Sell |
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|
2021
Q1 | $391K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $323K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $378K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $16K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $158K | Buy |
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|
2014
Q3 | $122K | Buy |
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|
2014
Q2 | $40K | Sell |
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|
2014
Q1 | $108K | Sell |
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|
2013
Q4 | $312K | Buy |
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|
2013
Q3 | $58K | Sell |
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|
2013
Q2 | $118K | Buy |
|