Univest 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
Q3 | $437K | Buy |
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|
2025
Q2 | $383K | Buy |
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|
2025
Q1 | $396K | Buy |
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|
2024
Q4 | $365K | Buy |
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|
2024
Q3 | $420K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $264K | Buy |
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|
2019
Q4 | $288K | Sell |
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|
2019
Q3 | $379K | Sell |
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|
2019
Q2 | $408K | Sell |
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|
2019
Q1 | $432K | Buy |
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|
2018
Q4 | $300K | Sell |
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|
2018
Q3 | $394K | Sell |
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|
2018
Q2 | $418K | Sell |
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|
2018
Q1 | $395K | Sell |
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|
2017
Q4 | $471K | Sell |
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|
2017
Q3 | $461K | Buy |
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|
2017
Q2 | $407K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $288K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $221K | Sell |
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|
2015
Q4 | $2.39M | Buy |
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|
2015
Q3 | $2.22M | Sell |
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|
2015
Q2 | $2.77M | Sell |
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|
2015
Q1 | $2.75M | Buy |
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|
2014
Q4 | $2.3M | Buy |
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|
2014
Q3 | $2.48M | Sell |
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|
2014
Q2 | $2.79M | Sell |
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|
2014
Q1 | $2.68M | Sell |
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|
2013
Q4 | $2.98M | Sell |
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|
2013
Q3 | $2.45M | Sell |
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|
2013
Q2 | $2.58M | Buy |
|