Sustainable Insight Capital Management’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 | $1.63M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $311K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $249K | Hold |
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|
2022
Q1 | $248K | Hold |
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|
2021
Q4 | $208K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $265K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $387K | Buy |
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|
2018
Q2 | $300K | Sell |
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|
2018
Q1 | $336K | Hold |
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|
2017
Q4 | $354K | Buy |
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|
2017
Q3 | $238K | Hold |
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|
2017
Q2 | $215K | Hold |
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|
2017
Q1 | $206K | Buy |
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