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Tower Bridge Advisors’s Phillips 66 PSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.22M Sell
10,249
-300
-3% -$35.8K 0.13% 103
2025
Q1
$1.3M Sell
10,549
-50
-0.5% -$6.17K 0.15% 100
2024
Q4
$1.21M Sell
10,599
-13
-0.1% -$1.48K 0.13% 106
2024
Q3
$1.39M Sell
10,612
-150
-1% -$19.7K 0.14% 104
2024
Q2
$1.52M Buy
10,762
+150
+1% +$21.2K 0.17% 99
2024
Q1
$1.73M Hold
10,612
0.18% 103
2023
Q4
$1.41M Sell
10,612
-300
-3% -$39.9K 0.12% 119
2023
Q3
$1.31M Sell
10,912
-100
-0.9% -$12K 0.12% 119
2023
Q2
$1.05M Sell
11,012
-4,593
-29% -$438K 0.1% 119
2023
Q1
$1.58M Hold
15,605
0.13% 123
2022
Q4
$1.62M Hold
15,605
0.13% 122
2022
Q3
$1.26M Hold
15,605
0.11% 121
2022
Q2
$1.28M Hold
15,605
0.1% 125
2022
Q1
$1.35M Sell
15,605
-467
-3% -$40.3K 0.09% 132
2021
Q4
$1.16M Hold
16,072
0.07% 145
2021
Q3
$1.13M Sell
16,072
-500
-3% -$35K 0.08% 145
2021
Q2
$1.42M Buy
16,572
+79
+0.5% +$6.78K 0.09% 135
2021
Q1
$1.34M Sell
16,493
-350
-2% -$28.5K 0.1% 131
2020
Q4
$1.18M Buy
16,843
+10,634
+171% +$744K 0.1% 133
2020
Q3
$322K Hold
6,209
0.03% 157
2020
Q2
$446K Sell
6,209
-1,285
-17% -$92.4K 0.05% 140
2020
Q1
$402K Buy
7,494
+2,485
+50% +$133K 0.05% 138
2019
Q4
$558K Sell
5,009
-2,635
-34% -$294K 0.06% 140
2019
Q3
$915K Sell
7,644
-4,000
-34% -$479K 0.1% 125
2019
Q2
$1.09M Hold
11,644
0.12% 116
2019
Q1
$1.11M Hold
11,644
0.13% 111
2018
Q4
$1M Hold
11,644
0.13% 110
2018
Q3
$1.31M Sell
11,644
-79
-0.7% -$8.91K 0.14% 113
2018
Q2
$1.32M Buy
11,723
+79
+0.7% +$8.87K 0.15% 110
2018
Q1
$1.12M Hold
11,644
0.12% 116
2017
Q4
$1.18M Sell
11,644
-75
-0.6% -$7.59K 0.13% 113
2017
Q3
$1.07M Sell
11,719
-100
-0.8% -$9.16K 0.12% 112
2017
Q2
$977K Hold
11,819
0.11% 115
2017
Q1
$936K Sell
11,819
-103
-0.9% -$8.16K 0.11% 116
2016
Q4
$1.03M Buy
11,922
+75
+0.6% +$6.48K 0.12% 115
2016
Q3
$954K Hold
11,847
0.12% 118
2016
Q2
$940K Sell
11,847
-400
-3% -$31.7K 0.12% 118
2016
Q1
$1.06M Buy
12,247
+400
+3% +$34.6K 0.13% 109
2015
Q4
$969K Hold
11,847
0.13% 112
2015
Q3
$910K Hold
11,847
0.13% 109
2015
Q2
$954K Hold
11,847
0.12% 112
2015
Q1
$931K Buy
11,847
+203
+2% +$16K 0.12% 113
2014
Q4
$835K Hold
11,644
0.1% 117
2014
Q3
$947K Sell
11,644
-350
-3% -$28.5K 0.12% 115
2014
Q2
$965K Hold
11,994
0.12% 113
2014
Q1
$924K Buy
11,994
+845
+8% +$65.1K 0.12% 108
2013
Q4
$860K Sell
11,149
-68
-0.6% -$5.25K 0.11% 110
2013
Q3
$649K Sell
11,217
-132
-1% -$7.63K 0.09% 120
2013
Q2
$669K Buy
+11,349
New +$669K 0.1% 120