TCV Trust & Wealth 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
Q2 | – | Sell |
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|
2025
Q1 | $202K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $215K | Sell |
|
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|
2024
Q2 | $246K | Hold |
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|
2024
Q1 | $285K | Hold |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $293K | Buy |
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|
2023
Q2 | $223K | Sell |
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|
2023
Q1 | $267K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $209K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $244K | Hold |
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|
2018
Q2 | $243K | Sell |
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|
2018
Q1 | $212K | Sell |
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|
2017
Q4 | $225K | Hold |
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|
2017
Q3 | $203K | Buy |
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