Vanguard Personalized Indexing Management’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 | $6.32M | Buy |
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|
2025
Q1 | $5.49M | Buy |
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|
2024
Q4 | $4.45M | Buy |
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|
2024
Q3 | $4.93M | Buy |
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|
2024
Q2 | $5.02M | Buy |
|
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|
2024
Q1 | $5.63M | Buy |
|
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|
2023
Q4 | $4.46M | Buy |
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|
2023
Q3 | $3.52M | Buy |
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|
2023
Q2 | $2.58M | Buy |
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|
2023
Q1 | $2.55M | Buy |
|
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|
2022
Q4 | $2.4M | Sell |
|
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|
2022
Q3 | $1.99M | Buy |
|
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|
2022
Q2 | $1.52M | Buy |
|
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|
2022
Q1 | $1.05M | Buy |
|
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|
2021
Q4 | $565K | Buy |
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|
2021
Q3 | $329K | Sell |
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|
2021
Q2 | $629K | Buy |
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|
2021
Q1 | $446K | Buy |
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