Summit Trail 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.85M | Buy |
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|
2025
Q2 | $2.31M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $695K | Buy |
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|
2023
Q4 | $381K | Buy |
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|
2023
Q3 | $307K | Buy |
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|
2023
Q2 | $223K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $201K | Buy |
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|
2017
Q4 | $182K | Buy |
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