Unigestion Holding’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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $3.9M | Hold |
|
|||||
|
2024
Q3 | $4.5M | Buy |
|
|||||
|
2024
Q2 | $549K | Sell |
|
|||||
|
2024
Q1 | $758K | Buy |
|
|||||
|
2023
Q4 | $549K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $530K | Sell |
|
|||||
|
2022
Q3 | $545K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $1.23M | Hold |
|
|||||
|
2018
Q3 | $1.61M | Sell |
|
|||||
|
2018
Q2 | $9.22M | Buy |
|