Tocqueville Asset 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 | $2.79M | Sell |
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|
2025
Q1 | $3.08M | Sell |
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|
2024
Q4 | $3.03M | Sell |
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|
2024
Q3 | $3.51M | Sell |
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|
2024
Q2 | $3.9M | Sell |
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|
2024
Q1 | $4.74M | Sell |
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|
2023
Q4 | $3.98M | Sell |
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|
2023
Q3 | $5.53M | Sell |
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|
2023
Q2 | $4.91M | Sell |
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|
2023
Q1 | $5.41M | Sell |
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|
2022
Q4 | $5.66M | Sell |
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|
2022
Q3 | $4.64M | Sell |
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|
2022
Q2 | $4.75M | Buy |
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|
2022
Q1 | $567K | Hold |
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|
2021
Q4 | $476K | Buy |
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|
2021
Q3 | $441K | Sell |
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|
2021
Q2 | $1.53M | Hold |
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|
2021
Q1 | $1.46M | Sell |
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|
2020
Q4 | $1.28M | Buy |
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|
2020
Q3 | $908K | Buy |
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|
2020
Q2 | $1.06M | Buy |
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|
2020
Q1 | $390K | Sell |
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|
2019
Q4 | $1.19M | Sell |
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|
2019
Q3 | $1.14M | Sell |
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|
2019
Q2 | $1.09M | Buy |
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|
2019
Q1 | $1.11M | Buy |
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|
2018
Q4 | $709K | Sell |
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|
2018
Q3 | $1.15M | Buy |
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|
2018
Q2 | $833K | Buy |
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|
2018
Q1 | $688K | Hold |
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|
2017
Q4 | $726K | Hold |
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|
2017
Q3 | $657K | Hold |
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|
2017
Q2 | $593K | Sell |
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|
2017
Q1 | $580K | Sell |
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|
2016
Q4 | $646K | Hold |
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|
2016
Q3 | $602K | Sell |
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|
2016
Q2 | $669K | Sell |
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|
2016
Q1 | $1.29M | Sell |
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|
2015
Q4 | $1.94M | Sell |
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|
2015
Q3 | $2.07M | Sell |
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|
2015
Q2 | $2.21M | Sell |
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|
2015
Q1 | $2.65M | Buy |
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|
2014
Q4 | $776K | Buy |
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|
2014
Q3 | $750K | Buy |
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|
2014
Q2 | $717K | Sell |
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|
2014
Q1 | $693K | Sell |
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|
2013
Q4 | $705K | Sell |
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|
2013
Q3 | $541K | Buy |
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|
2013
Q2 | $543K | Buy |
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