Trust Company’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 | $44.8K | Hold |
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|
2025
Q2 | $39.3K | Buy |
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|
2025
Q1 | $34.1K | Hold |
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|
2024
Q4 | $31.4K | Hold |
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|
2024
Q3 | $36.3K | Sell |
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|
2024
Q2 | $171K | Sell |
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|
2024
Q1 | $590K | Sell |
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|
2023
Q4 | $537K | Sell |
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|
2023
Q3 | $529K | Buy |
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|
2023
Q2 | $419K | Buy |
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|
2023
Q1 | $312K | Buy |
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|
2022
Q4 | $102K | Buy |
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|
2022
Q3 | $76K | Hold |
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|
2022
Q2 | $77K | Hold |
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|
2022
Q1 | $82K | Hold |
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|
2021
Q4 | $68K | Hold |
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|
2021
Q3 | $66K | Hold |
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|
2021
Q2 | $81K | Hold |
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|
2021
Q1 | $77K | Sell |
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|
2020
Q4 | $107K | Sell |
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|
2020
Q3 | $143K | Buy |
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|
2020
Q2 | $181K | Hold |
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|
2020
Q1 | $135K | Sell |
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|
2019
Q4 | $316K | Hold |
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|
2019
Q3 | $290K | Sell |
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|
2019
Q2 | $280K | Sell |
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|
2019
Q1 | $2.99M | Sell |
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|
2018
Q4 | $4.09M | Buy |
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|
2018
Q3 | $379K | Hold |
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|
2018
Q2 | $378K | Buy |
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|
2018
Q1 | $319K | Sell |
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|
2017
Q4 | $342K | Buy |
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|
2017
Q3 | $296K | Sell |
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|
2017
Q2 | $269K | Buy |
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|
2017
Q1 | $255K | Buy |
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|
2016
Q4 | $277K | Sell |
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|
2016
Q3 | $261K | Buy |
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|
2016
Q2 | $254K | Sell |
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|
2016
Q1 | $285K | Buy |
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|
2015
Q4 | $240K | Hold |
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|
2015
Q3 | $226K | Buy |
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|
2015
Q2 | $227K | Buy |
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|
2015
Q1 | $88K | Buy |
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