Tortoise Investment 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 | $20.6K | Buy |
|
|||||
|
2025
Q1 | $19.8K | Sell |
|
|||||
|
2024
Q4 | $72.1K | Buy |
|
|||||
|
2024
Q3 | $71.6K | Buy |
|
|||||
|
2024
Q2 | $54.5K | Buy |
|
|||||
|
2024
Q1 | $62.4K | Buy |
|
|||||
|
2023
Q4 | $26.8K | Sell |
|
|||||
|
2023
Q3 | $25.8K | Sell |
|
|||||
|
2023
Q2 | $21K | Hold |
|
|||||
|
2023
Q1 | $22.3K | Hold |
|
|||||
|
2022
Q4 | $22.9K | Sell |
|
|||||
|
2022
Q3 | $23K | Buy |
|
|||||
|
2022
Q2 | $22K | Buy |
|
|||||
|
2022
Q1 | $13K | Sell |
|
|||||
|
2021
Q4 | $18K | Buy |
|
|||||
|
2021
Q3 | $11K | Hold |
|
|||||
|
2021
Q2 | $13K | Hold |
|
|||||
|
2021
Q1 | $12K | Hold |
|
|||||
|
2020
Q4 | $10K | Hold |
|
|||||
|
2020
Q3 | $8K | Hold |
|
|||||
|
2020
Q2 | $11K | Sell |
|
|||||
|
2020
Q1 | $13K | Sell |
|
|||||
|
2019
Q4 | $84K | Buy |
|
|||||
|
2019
Q3 | $20K | Sell |
|
|||||
|
2019
Q2 | $65K | Hold |
|
|||||
|
2019
Q1 | $66K | Buy |
|
|||||
|
2018
Q4 | $52K | Hold |
|
|||||
|
2018
Q3 | $67K | Hold |
|
|||||
|
2018
Q2 | $67K | Hold |
|
|||||
|
2018
Q1 | $57K | Hold |
|
|||||
|
2017
Q4 | $60K | Hold |
|
|||||
|
2017
Q3 | $55K | Hold |
|
|||||
|
2017
Q2 | $49K | Buy |
|
|||||
|
2017
Q1 | $40K | Sell |
|
|||||
|
2016
Q4 | $47K | Buy |
|
|||||
|
2016
Q3 | $41K | Sell |
|
|||||
|
2016
Q2 | $48K | Buy |
|
|||||
|
2016
Q1 | $44K | Hold |
|
|||||
|
2015
Q4 | $42K | Hold |
|
|||||
|
2015
Q3 | $39K | Hold |
|
|||||
|
2015
Q2 | $41K | Hold |
|
|||||
|
2015
Q1 | $40K | Hold |
|
|||||
|
2014
Q4 | $37K | Hold |
|
|||||
|
2014
Q3 | $42K | Hold |
|
|||||
|
2014
Q2 | $41K | Buy |
|
|||||
|
2014
Q1 | $1K | Hold |
|
|||||
|
2013
Q4 | $1K | Hold |
|
|||||
|
2013
Q3 | $1K | Hold |
|
|||||
|
2013
Q2 | $1K | Buy |
|