Sustainable Insight Capital Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,800
| Closed | -$1.46M | – | 80 |
|
|
2025
Q1 | $1.46M | Buy |
+11,800
| New | +$1.46M | 0.73% | 31 |
|
|
2024
Q3 | – | Sell |
-2,200
| Closed | -$311K | – | 87 |
|
|
2024
Q2 | $311K | Buy |
+2,200
| New | +$311K | 0.16% | 53 |
|
|
2022
Q3 | – | Sell |
-2,868
| Closed | -$249K | – | 123 |
|
|
2022
Q2 | $249K | Hold |
2,868
| – | – | 0.25% | 90 |
|
|
2022
Q1 | $248K | Hold |
2,868
| – | – | 0.18% | 97 |
|
|
2021
Q4 | $208K | Buy |
+2,868
| New | +$208K | 0.11% | 122 |
|
|
2019
Q2 | – | Sell |
-2,781
| Closed | -$265K | – | 87 |
|
|
2019
Q1 | $265K | Buy |
+2,781
| New | +$265K | 0.34% | 65 |
|
|
2018
Q4 | – | Sell |
-3,432
| Closed | -$387K | – | 80 |
|
|
2018
Q3 | $387K | Buy |
3,432
+758
| +28% | +$85.5K | 0.25% | 36 |
|
|
2018
Q2 | $300K | Sell |
2,674
-826
| -24% | -$92.7K | 0.11% | 59 |
|
|
2018
Q1 | $336K | Hold |
3,500
| – | – | 0.13% | 62 |
|
|
2017
Q4 | $354K | Buy |
3,500
+900
| +35% | +$91K | 0.13% | 42 |
|
|
2017
Q3 | $238K | Hold |
2,600
| – | – | 0.11% | 39 |
|
|
2017
Q2 | $215K | Hold |
2,600
| – | – | 0.1% | 42 |
|
|
2017
Q1 | $206K | Buy |
+2,600
| New | +$206K | 0.1% | 54 |
|