Vontobel 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
Q3 | $4.35M | Sell |
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|
2025
Q2 | $4.1M | Buy |
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|
2025
Q1 | $4.05M | Sell |
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|
2024
Q4 | $4.03M | Buy |
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|
2024
Q3 | $4.13M | Buy |
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $2.06M | Sell |
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|
2023
Q4 | $2.63M | Buy |
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|
2023
Q3 | $2.25M | Buy |
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|
2023
Q2 | $1.72M | Buy |
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|
2023
Q1 | $1.81M | Sell |
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|
2022
Q4 | $2.09M | Sell |
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|
2022
Q3 | $2.46M | Sell |
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|
2022
Q2 | $4.68M | Sell |
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|
2022
Q1 | $13.1M | Buy |
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|
2021
Q4 | $10.1M | Buy |
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|
2021
Q3 | $9.63M | Buy |
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|
2021
Q2 | $11.2M | Sell |
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|
2021
Q1 | $11.8M | Buy |
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|
2020
Q4 | $10.5M | Buy |
|