True North 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $234K | Buy |
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|
2025
Q2 | $205K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $909K | Sell |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $969K | Buy |
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|
2023
Q2 | $766K | Buy |
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|
2023
Q1 | $801K | Hold |
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|
2022
Q4 | $822K | Hold |
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|
2022
Q3 | $637K | Sell |
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|
2022
Q2 | $674K | Buy |
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|
2022
Q1 | $685K | Buy |
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|
2021
Q4 | $542K | Buy |
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|
2021
Q3 | $472K | Buy |
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|
2021
Q2 | $529K | Buy |
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|
2021
Q1 | $477K | Buy |
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|
2020
Q4 | $382K | Buy |
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