Yorktown Management & Research Company’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $279K | Sell |
|
|||||
|
2021
Q4 | $250K | Hold |
|
|||||
|
2021
Q3 | $242K | Hold |
|
|||||
|
2021
Q2 | $296K | Hold |
|
|||||
|
2021
Q1 | $281K | Hold |
|
|||||
|
2020
Q4 | $241K | Sell |
|
|||||
|
2020
Q3 | $311K | Buy |
|
|||||
|
2020
Q2 | $298K | Sell |
|
|||||
|
2020
Q1 | $338K | Sell |
|
|||||
|
2019
Q4 | $1.19M | Buy |
|
|||||
|
2019
Q3 | $973K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $238K | Hold |
|
|||||
|
2018
Q4 | $215K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $559K | Hold |
|
|||||
|
2017
Q2 | $504K | Hold |
|
|||||
|
2017
Q1 | $484K | Hold |
|
|||||
|
2016
Q4 | $528K | Buy |
|
|||||
|
2016
Q3 | $258K | Hold |
|
|||||
|
2016
Q2 | $254K | Hold |
|
|||||
|
2016
Q1 | $277K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $205K | Hold |
|
|||||
|
2015
Q1 | $200K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $207K | Hold |
|
|||||
|
2014
Q2 | $205K | Buy |
|