UBS Group’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 | $501M | Sell |
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|
2025
Q1 | $572M | Sell |
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|
2024
Q4 | $1.03B | Buy |
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|
2024
Q3 | $479M | Sell |
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|
2024
Q2 | $520M | Sell |
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|
2024
Q1 | $615M | Buy |
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|
2023
Q4 | $413M | Sell |
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|
2023
Q3 | $437M | Sell |
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|
2023
Q2 | $384M | Buy |
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|
2023
Q1 | $377M | Sell |
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|
2022
Q4 | $423M | Buy |
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|
2022
Q3 | $306M | Sell |
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|
2022
Q2 | $338M | Sell |
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|
2022
Q1 | $469M | Buy |
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|
2021
Q4 | $224M | Sell |
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|
2021
Q3 | $231M | Sell |
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|
2021
Q2 | $351M | Buy |
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|
2021
Q1 | $319M | Buy |
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|
2020
Q4 | $252M | Buy |
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|
2020
Q3 | $180M | Buy |
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|
2020
Q2 | $200M | Buy |
|
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|
2020
Q1 | $37.6M | Sell |
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|
2019
Q4 | $131M | Buy |
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|
2019
Q3 | $113M | Sell |
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|
2019
Q2 | $127M | Sell |
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|
2019
Q1 | $134M | Buy |
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|
2018
Q4 | $101M | Buy |
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|
2018
Q3 | $95.8M | Sell |
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|
2018
Q2 | $117M | Sell |
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|
2018
Q1 | $109M | Buy |
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|
2017
Q4 | $100M | Buy |
|
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|
2017
Q3 | $70.4M | Sell |
|
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|
2017
Q2 | $73.7M | Buy |
|
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|
2017
Q1 | $64.2M | Buy |
|
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|
2016
Q4 | $56.6M | Sell |
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|
2016
Q3 | $57.6M | Sell |
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|
2016
Q2 | $56.8M | Buy |
|
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|
2016
Q1 | $53.3M | Sell |
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|
2015
Q4 | $59.8M | Buy |
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|
2015
Q3 | $32.5M | Buy |
|
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|
2015
Q2 | $31.6M | Sell |
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|
2015
Q1 | $35M | Sell |
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|
2014
Q4 | $51.8M | Buy |
|