X-Square Capital’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 | $227K | Sell |
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|
2025
Q1 | $240K | Sell |
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|
2024
Q4 | $222K | Sell |
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|
2024
Q3 | $256K | Sell |
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|
2024
Q2 | $280K | Buy |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $280K | Sell |
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|
2023
Q3 | $1.68M | Hold |
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|
2023
Q2 | $1.68M | Buy |
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|
2023
Q1 | $258K | Buy |
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | $203K | Buy |
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|
2022
Q1 | $204K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $624K | Buy |
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|
2021
Q2 | $704K | Buy |
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|
2021
Q1 | $480K | Hold |
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|
2020
Q4 | $411K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.04M | Buy |
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|
2018
Q2 | $1.04M | Buy |
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|
2018
Q1 | $884K | Buy |
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|
2017
Q4 | $925K | Buy |
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