Tarbox Family Office’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 | $274K | Hold |
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|
2025
Q2 | $240K | Buy |
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|
2025
Q1 | $246K | Hold |
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|
2024
Q4 | $227K | Hold |
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|
2024
Q3 | $262K | Hold |
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|
2024
Q2 | $281K | Hold |
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|
2024
Q1 | $325K | Sell |
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|
2023
Q4 | $292K | Hold |
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|
2023
Q3 | $263K | Hold |
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|
2023
Q2 | $209K | Hold |
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|
2023
Q1 | $222K | Hold |
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|
2022
Q4 | $228K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $189K | Sell |
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|
2021
Q4 | $165K | Sell |
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|
2021
Q3 | $163K | Sell |
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|
2021
Q2 | $200K | Buy |
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|
2021
Q1 | $169K | Hold |
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|
2020
Q4 | $145K | Buy |
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|
2020
Q3 | $103K | Sell |
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|
2020
Q2 | $142K | Sell |
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|
2020
Q1 | $112K | Buy |
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|
2019
Q4 | $226K | Buy |
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|
2019
Q3 | $207K | Hold |
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|
2019
Q2 | $189K | Buy |
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|
2019
Q1 | $187K | Hold |
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|
2018
Q4 | $169K | Sell |
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|
2018
Q3 | $229K | Sell |
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|
2018
Q2 | $289K | Hold |
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|
2018
Q1 | $247K | Buy |
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|
2017
Q4 | $260K | Hold |
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|
2017
Q3 | $235K | Buy |
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|
2017
Q2 | $211K | Buy |
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|
2017
Q1 | $63K | Hold |
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|
2016
Q4 | $69K | Hold |
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|
2016
Q3 | $64K | Buy |
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|
2016
Q2 | $63K | Sell |
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|
2016
Q1 | $70K | Sell |
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|
2015
Q4 | $68K | Sell |
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|
2015
Q3 | $65K | Buy |
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|
2015
Q2 | $68K | Hold |
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|
2015
Q1 | $67K | Hold |
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|
2014
Q4 | $61K | Sell |
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|
2014
Q3 | $69K | Buy |
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|
2014
Q2 | $66K | Hold |
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|
2014
Q1 | $65K | Sell |
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|
2013
Q4 | $64K | Buy |
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