Whalerock Point Partners’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 | $446K | Hold |
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|
2025
Q1 | $462K | Buy |
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|
2024
Q4 | $398K | Hold |
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|
2024
Q3 | $459K | Hold |
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|
2024
Q2 | $493K | Hold |
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|
2024
Q1 | $570K | Hold |
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|
2023
Q4 | $465K | Buy |
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|
2023
Q3 | $381K | Hold |
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|
2023
Q2 | $302K | Buy |
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|
2023
Q1 | $316K | Hold |
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|
2022
Q4 | $325K | Hold |
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|
2022
Q3 | $252K | Hold |
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|
2022
Q2 | $256K | Hold |
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|
2022
Q1 | $269K | Hold |
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|
2021
Q4 | $226K | Hold |
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|
2021
Q3 | $218K | Hold |
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|
2021
Q2 | $268K | Hold |
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|
2021
Q1 | $254K | Hold |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $347K | Hold |
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|
2019
Q3 | $319K | Hold |
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|
2019
Q2 | $292K | Buy |
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|
2019
Q1 | $242K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $219K | Buy |
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