Trillium 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 | $230K | Hold |
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|
2025
Q1 | $238K | Hold |
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|
2024
Q4 | $220K | Hold |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $272K | Hold |
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|
2024
Q1 | $315K | Hold |
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|
2023
Q4 | $257K | Hold |
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|
2023
Q3 | $232K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $462K | Buy |
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|
2019
Q3 | $309K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $236K | Hold |
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|
2018
Q2 | $235K | Hold |
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|
2018
Q1 | $201K | Hold |
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|
2017
Q4 | $212K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $347K | Buy |
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