Truist Financial’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 | $70.2M | Buy |
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|
2025
Q1 | $72.4M | Buy |
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|
2024
Q4 | $65.3M | Buy |
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|
2024
Q3 | $74.8M | Buy |
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|
2024
Q2 | $76.7M | Sell |
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|
2024
Q1 | $93M | Buy |
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|
2023
Q4 | $74.2M | Buy |
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|
2023
Q3 | $63.9M | Buy |
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|
2023
Q2 | $47.5M | Sell |
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|
2023
Q1 | $50.7M | Sell |
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|
2022
Q4 | $52.3M | Buy |
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|
2022
Q3 | $35.8M | Buy |
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|
2022
Q2 | $33.1M | Buy |
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|
2022
Q1 | $23.3M | Sell |
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|
2021
Q4 | $21.6M | Sell |
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|
2021
Q3 | $22.3M | Sell |
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|
2021
Q2 | $34.8M | Sell |
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|
2021
Q1 | $60.5M | Sell |
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|
2020
Q4 | $71.3M | Sell |
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|
2020
Q3 | $68.5M | Sell |
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|
2020
Q2 | $110M | Sell |
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|
2020
Q1 | $87.6M | Sell |
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|
2019
Q4 | $182M | Buy |
|
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|
2019
Q3 | $19.5M | Buy |
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|
2019
Q2 | $16.9M | Buy |
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|
2019
Q1 | $15.6M | Buy |
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|
2018
Q4 | $11.6M | Buy |
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|
2018
Q3 | $8.13M | Buy |
|
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|
2018
Q2 | $7.72M | Sell |
|
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|
2018
Q1 | $6.68M | Buy |
|
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|
2017
Q4 | $6.66M | Sell |
|
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|
2017
Q3 | $6.12M | Buy |
|
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|
2017
Q2 | $5.46M | Buy |
|
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|
2017
Q1 | $5.08M | Buy |
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|
2016
Q4 | $4.29M | Sell |
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|
2016
Q3 | $4.56M | Buy |
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|
2016
Q2 | $4.08M | Buy |
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|
2016
Q1 | $3.94M | Buy |
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|
2015
Q4 | $3.65M | Sell |
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|
2015
Q3 | $3.51M | Buy |
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|
2015
Q2 | $3.22M | Buy |
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|
2015
Q1 | $3.1M | Buy |
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|
2014
Q4 | $2.77M | Sell |
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|
2014
Q3 | $3.17M | Sell |
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|
2014
Q2 | $3.2M | Buy |
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|
2014
Q1 | $2.57M | Sell |
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|
2013
Q4 | $2.58M | Buy |
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|
2013
Q3 | $1.93M | Sell |
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|
2013
Q2 | $2.09M | Buy |
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