Veritable’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.14M | Sell |
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|
2023
Q1 | $2.28M | Buy |
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|
2022
Q4 | $2.31M | Sell |
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|
2022
Q3 | $1.86M | Sell |
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|
2022
Q2 | $2.55M | Sell |
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|
2022
Q1 | $3.74M | Sell |
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|
2021
Q4 | $3.39M | Sell |
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|
2021
Q3 | $3.37M | Buy |
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|
2021
Q2 | $3.97M | Sell |
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|
2021
Q1 | $3.92M | Buy |
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|
2020
Q4 | $3.36M | Sell |
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|
2020
Q3 | $3.02M | Sell |
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|
2020
Q2 | $4.36M | Sell |
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|
2020
Q1 | $3.25M | Sell |
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|
2019
Q4 | $6.96M | Sell |
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|
2019
Q3 | $6.43M | Buy |
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|
2019
Q2 | $5.82M | Sell |
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|
2019
Q1 | $5.93M | Buy |
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|
2018
Q4 | $5.32M | Buy |
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|
2018
Q3 | $6.95M | Sell |
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|
2018
Q2 | $6.96M | Sell |
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|
2018
Q1 | $6.14M | Sell |
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|
2017
Q4 | $6.55M | Sell |
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|
2017
Q3 | $7.53M | Sell |
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|
2017
Q2 | $6.81M | Sell |
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|
2017
Q1 | $6.61M | Sell |
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|
2016
Q4 | $7.4M | Buy |
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|
2016
Q3 | $6.86M | Sell |
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|
2016
Q2 | $6.76M | Sell |
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|
2016
Q1 | $7.46M | Sell |
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|
2015
Q4 | $7.27M | Buy |
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|
2015
Q3 | $6.6M | Buy |
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|
2015
Q2 | $6.89M | Sell |
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|
2015
Q1 | $7.38M | Buy |
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|
2014
Q4 | $6.63M | Sell |
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|
2014
Q3 | $8.06M | Sell |
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|
2014
Q2 | $8.11M | Sell |
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|
2014
Q1 | $7.88M | Sell |
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|
2013
Q4 | $7.96M | Sell |
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|
2013
Q3 | $6.1M | Sell |
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|
2013
Q2 | $6.77M | Buy |
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