Tiedemann Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $349K | Buy |
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|
2023
Q2 | $259K | Buy |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | $214K | Sell |
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|
2022
Q2 | $896K | Sell |
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|
2022
Q1 | $1.44M | Buy |
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|
2021
Q4 | $628K | Sell |
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|
2021
Q3 | $642K | Sell |
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|
2021
Q2 | $796K | Sell |
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|
2021
Q1 | $769K | Buy |
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|
2020
Q4 | $581K | Hold |
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|
2020
Q3 | $432K | Buy |
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|
2020
Q2 | $577K | Sell |
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|
2020
Q1 | $472K | Buy |
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|
2019
Q4 | $907K | Sell |
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|
2019
Q3 | $917K | Sell |
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|
2019
Q2 | $893K | Sell |
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|
2019
Q1 | $1.44M | Buy |
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|
2018
Q4 | $872K | Buy |
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|
2018
Q3 | $1.04M | Buy |
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|
2018
Q2 | $931K | Buy |
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|
2018
Q1 | $741K | Buy |
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|
2017
Q4 | $559K | Sell |
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|
2017
Q3 | $1.02M | Sell |
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|
2017
Q2 | $1.92M | Sell |
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|
2017
Q1 | $1.69M | Buy |
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|
2016
Q4 | $1.41M | Sell |
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|
2016
Q3 | $2.04M | Buy |
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|
2016
Q2 | $323K | Hold |
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|
2016
Q1 | $353K | Sell |
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|
2015
Q4 | $423K | Buy |
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