Birmingham Capital 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
Q2 | $379K | Sell |
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|
2025
Q1 | $830K | Sell |
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|
2024
Q4 | $772K | Buy |
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|
2024
Q3 | $875K | Buy |
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|
2024
Q2 | $798K | Sell |
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|
2024
Q1 | $948K | Sell |
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|
2023
Q4 | $846K | Sell |
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|
2023
Q3 | $764K | Buy |
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|
2023
Q2 | $604K | Sell |
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|
2023
Q1 | $658K | Sell |
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|
2022
Q4 | $761K | Hold |
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|
2022
Q3 | $590K | Buy |
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|
2022
Q2 | $586K | Hold |
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|
2022
Q1 | $617K | Buy |
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|
2021
Q4 | $506K | Buy |
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|
2021
Q3 | $370K | Buy |
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|
2021
Q2 | $293K | Buy |
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|
2021
Q1 | $276K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $208K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $210K | Hold |
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|
2018
Q2 | $210K | Buy |
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