Valley National Advisers’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 | $168K | Sell |
|
|||||
|
2025
Q2 | $148K | Buy |
|
|||||
|
2025
Q1 | $146K | Buy |
|
|||||
|
2024
Q4 | $100K | Buy |
|
|||||
|
2024
Q3 | $114K | Sell |
|
|||||
|
2024
Q2 | $155K | Buy |
|
|||||
|
2024
Q1 | $151K | Sell |
|
|||||
|
2023
Q4 | $126K | Buy |
|
|||||
|
2023
Q3 | $89K | Buy |
|
|||||
|
2023
Q2 | $65K | Hold |
|
|||||
|
2023
Q1 | $68K | Hold |
|
|||||
|
2022
Q4 | $68K | Sell |
|
|||||
|
2022
Q3 | $66K | Hold |
|
|||||
|
2022
Q2 | $56K | Hold |
|
|||||
|
2022
Q1 | $59K | Sell |
|
|||||
|
2021
Q4 | $50K | Sell |
|
|||||
|
2021
Q3 | $59K | Sell |
|
|||||
|
2021
Q2 | $82K | Hold |
|
|||||
|
2021
Q1 | $78K | Buy |
|
|||||
|
2020
Q4 | $62K | Sell |
|
|||||
|
2020
Q3 | $48K | Hold |
|
|||||
|
2020
Q2 | $66K | Sell |
|
|||||
|
2020
Q1 | $642K | Sell |
|
|||||
|
2019
Q4 | $1.45M | Sell |
|
|||||
|
2019
Q3 | $1.35M | Buy |
|
|||||
|
2019
Q2 | $1.09M | Buy |
|
|||||
|
2019
Q1 | $1.09M | Buy |
|
|||||
|
2018
Q4 | $509K | Sell |
|
|||||
|
2018
Q3 | $675K | Sell |
|
|||||
|
2018
Q2 | $694K | Sell |
|
|||||
|
2018
Q1 | $635K | Sell |
|
|||||
|
2017
Q4 | $697K | Buy |
|
|||||
|
2017
Q3 | $622K | Sell |
|
|||||
|
2017
Q2 | $582K | Sell |
|
|||||
|
2017
Q1 | $588K | Sell |
|
|||||
|
2016
Q4 | $927K | Sell |
|
|||||
|
2016
Q3 | $887K | Sell |
|
|||||
|
2016
Q2 | $876K | Sell |
|
|||||
|
2016
Q1 | $982K | Buy |
|
|||||
|
2015
Q4 | $916K | Sell |
|
|||||
|
2015
Q3 | $881K | Sell |
|
|||||
|
2015
Q2 | $942K | Sell |
|
|||||
|
2015
Q1 | $949K | Sell |
|
|||||
|
2014
Q4 | $976K | Buy |
|