Beese Fulmer Investment Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $770K | Buy |
6,454
+4,671
| +262% | +$557K | 0.06% | 154 |
|
|
2025
Q1 | $220K | Buy |
+1,783
| New | +$220K | 0.02% | 229 |
|
|
2024
Q4 | – | Sell |
-1,638
| Closed | -$215K | – | 235 |
|
|
2024
Q3 | $215K | Hold |
1,638
| – | – | 0.02% | 220 |
|
|
2024
Q2 | $231K | Hold |
1,638
| – | – | 0.02% | 203 |
|
|
2024
Q1 | $268K | Sell |
1,638
-30
| -2% | -$4.9K | 0.03% | 196 |
|
|
2023
Q4 | $222K | Hold |
1,668
| – | – | 0.02% | 207 |
|
|
2023
Q3 | $200K | Buy |
+1,668
| New | +$200K | 0.02% | 209 |
|
|
2020
Q3 | – | Sell |
-3,183
| Closed | -$229K | – | 458 |
|
|
2020
Q2 | $229K | Buy |
+3,183
| New | +$229K | 0.03% | 171 |
|
|
2020
Q1 | – | Sell |
-3,283
| Closed | -$366K | – | 194 |
|
|
2019
Q4 | $366K | Hold |
3,283
| – | – | 0.05% | 152 |
|
|
2019
Q3 | $336K | Hold |
3,283
| – | – | 0.05% | 155 |
|
|
2019
Q2 | $307K | Sell |
3,283
-300
| -8% | -$28.1K | 0.06% | 137 |
|
|
2019
Q1 | $341K | Hold |
3,583
| – | – | 0.07% | 125 |
|
|
2018
Q4 | $309K | Sell |
3,583
-150
| -4% | -$12.9K | 0.07% | 128 |
|
|
2018
Q3 | $421K | Hold |
3,733
| – | – | 0.08% | 116 |
|
|
2018
Q2 | $419K | Hold |
3,733
| – | – | 0.09% | 117 |
|
|
2018
Q1 | $358K | Sell |
3,733
-30
| -0.8% | -$2.88K | 0.08% | 122 |
|
|
2017
Q4 | $381K | Sell |
3,763
-30
| -0.8% | -$3.04K | 0.08% | 119 |
|
|
2017
Q3 | $347K | Sell |
3,793
-16
| -0.4% | -$1.46K | 0.08% | 123 |
|
|
2017
Q2 | $315K | Hold |
3,809
| – | – | 0.08% | 122 |
|
|
2017
Q1 | $302K | Buy |
3,809
+3
| +0.1% | +$238 | 0.07% | 127 |
|
|
2016
Q4 | $329K | Sell |
3,806
-100
| -3% | -$8.64K | 0.09% | 122 |
|
|
2016
Q3 | $315K | Buy |
3,906
+100
| +3% | +$8.07K | 0.09% | 125 |
|
|
2016
Q2 | $302K | Buy |
3,806
+13
| +0.3% | +$1.03K | 0.09% | 120 |
|
|
2016
Q1 | $326K | Buy |
3,793
+70
| +2% | +$6.02K | 0.1% | 119 |
|
|
2015
Q4 | $305K | Sell |
3,723
-50
| -1% | -$4.1K | 0.09% | 119 |
|
|
2015
Q3 | $290K | Buy |
3,773
+1,100
| +41% | +$84.5K | 0.1% | 121 |
|
|
2015
Q2 | $215K | Hold |
2,673
| – | – | 0.07% | 131 |
|
|
2015
Q1 | $210K | Buy |
+2,673
| New | +$210K | 0.07% | 125 |
|
|
2014
Q4 | – | Sell |
-2,490
| Closed | -$202K | – | 159 |
|
|
2014
Q3 | $202K | Hold |
2,490
| – | – | 0.07% | 151 |
|
|
2014
Q2 | $200K | Buy |
+2,490
| New | +$200K | 0.06% | 150 |
|
|
2013
Q3 | – | Sell |
-3,757
| Closed | -$221K | – | 149 |
|
|
2013
Q2 | $221K | Buy |
+3,757
| New | +$221K | 0.09% | 120 |
|