Beese Fulmer Investment Management’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 | $879K | Buy |
|
|||||
|
2025
Q2 | $770K | Buy |
|
|||||
|
2025
Q1 | $220K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $215K | Hold |
|
|||||
|
2024
Q2 | $231K | Hold |
|
|||||
|
2024
Q1 | $268K | Sell |
|
|||||
|
2023
Q4 | $222K | Hold |
|
|||||
|
2023
Q3 | $200K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $229K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $366K | Hold |
|
|||||
|
2019
Q3 | $336K | Hold |
|
|||||
|
2019
Q2 | $307K | Sell |
|
|||||
|
2019
Q1 | $341K | Hold |
|
|||||
|
2018
Q4 | $309K | Sell |
|
|||||
|
2018
Q3 | $421K | Hold |
|
|||||
|
2018
Q2 | $419K | Hold |
|
|||||
|
2018
Q1 | $358K | Sell |
|
|||||
|
2017
Q4 | $381K | Sell |
|
|||||
|
2017
Q3 | $347K | Sell |
|
|||||
|
2017
Q2 | $315K | Hold |
|
|||||
|
2017
Q1 | $302K | Buy |
|
|||||
|
2016
Q4 | $329K | Sell |
|
|||||
|
2016
Q3 | $315K | Buy |
|
|||||
|
2016
Q2 | $302K | Buy |
|
|||||
|
2016
Q1 | $326K | Buy |
|
|||||
|
2015
Q4 | $305K | Sell |
|
|||||
|
2015
Q3 | $290K | Buy |
|
|||||
|
2015
Q2 | $215K | Hold |
|
|||||
|
2015
Q1 | $210K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $202K | Hold |
|
|||||
|
2014
Q2 | $200K | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $221K | Buy |
|