Whittier Trust’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 | $601K | Buy |
|
|||||
|
2025
Q2 | $516K | Buy |
|
|||||
|
2025
Q1 | $384K | Sell |
|
|||||
|
2024
Q4 | $365K | Sell |
|
|||||
|
2024
Q3 | $423K | Buy |
|
|||||
|
2024
Q2 | $450K | Sell |
|
|||||
|
2024
Q1 | $524K | Buy |
|
|||||
|
2023
Q4 | $403K | Sell |
|
|||||
|
2023
Q3 | $433K | Buy |
|
|||||
|
2023
Q2 | $336K | Sell |
|
|||||
|
2023
Q1 | $422K | Sell |
|
|||||
|
2022
Q4 | $651K | Buy |
|
|||||
|
2022
Q3 | $384K | Sell |
|
|||||
|
2022
Q2 | $422K | Sell |
|
|||||
|
2022
Q1 | $450K | Buy |
|
|||||
|
2021
Q4 | $355K | Buy |
|
|||||
|
2021
Q3 | $281K | Hold |
|
|||||
|
2021
Q2 | $345K | Hold |
|
|||||
|
2021
Q1 | $328K | Buy |
|
|||||
|
2020
Q4 | $274K | Sell |
|
|||||
|
2020
Q3 | $211K | Sell |
|
|||||
|
2020
Q2 | $343K | Sell |
|
|||||
|
2020
Q1 | $449K | Sell |
|
|||||
|
2019
Q4 | $950K | Buy |
|
|||||
|
2019
Q3 | $510K | Buy |
|
|||||
|
2019
Q2 | $460K | Sell |
|
|||||
|
2019
Q1 | $601K | Hold |
|
|||||
|
2018
Q4 | $544K | Hold |
|
|||||
|
2018
Q3 | $712K | Hold |
|
|||||
|
2018
Q2 | $709K | Hold |
|
|||||
|
2018
Q1 | $606K | Buy |
|
|||||
|
2017
Q4 | $628K | Sell |
|
|||||
|
2017
Q3 | $649K | Buy |
|
|||||
|
2017
Q2 | $517K | Sell |
|
|||||
|
2017
Q1 | $540K | Buy |
|
|||||
|
2016
Q4 | $513K | Buy |
|
|||||
|
2016
Q3 | $465K | Sell |
|
|||||
|
2016
Q2 | $462K | Buy |
|
|||||
|
2016
Q1 | $497K | Sell |
|
|||||
|
2015
Q4 | $548K | Sell |
|
|||||
|
2015
Q3 | $535K | Buy |
|
|||||
|
2015
Q2 | $510K | Sell |
|
|||||
|
2015
Q1 | $561K | Buy |
|
|||||
|
2014
Q4 | $408K | Sell |
|
|||||
|
2014
Q3 | $463K | Sell |
|
|||||
|
2014
Q2 | $467K | Sell |
|
|||||
|
2014
Q1 | $497K | Sell |
|
|||||
|
2013
Q4 | $580K | Sell |
|
|||||
|
2013
Q3 | $532K | Sell |
|
|||||
|
2013
Q2 | $551K | Buy |
|