Sunbelt Securities’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 | $514K | Sell |
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|
2025
Q1 | $636K | Buy |
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|
2024
Q4 | $505K | Buy |
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|
2024
Q3 | $529K | Buy |
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|
2024
Q2 | $403K | Sell |
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|
2024
Q1 | $487K | Buy |
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|
2023
Q4 | $212K | Sell |
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|
2023
Q3 | $207K | Buy |
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|
2023
Q2 | $154K | Sell |
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|
2023
Q1 | $170K | Sell |
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|
2022
Q4 | $406K | Buy |
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $318K | Sell |
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|
2022
Q1 | $354K | Sell |
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|
2021
Q4 | $412K | Sell |
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|
2021
Q3 | $724K | Hold |
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|
2021
Q2 | $724K | Buy |
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|
2021
Q1 | $727K | Buy |
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|
2020
Q4 | $560K | Buy |
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|
2020
Q3 | $359K | Buy |
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|
2020
Q2 | $246K | Sell |
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|
2020
Q1 | $12.3M | Buy |
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|
2019
Q4 | $2.66M | Buy |
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|
2019
Q3 | $2.49M | Buy |
|