Blume Capital 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 | $10.9K | Sell |
91
-8
| -8% | -$954 | ﹤0.01% | 276 |
|
2025
Q1 | $12.2K | Buy |
+99
| New | +$12.2K | ﹤0.01% | 257 |
|
2020
Q2 | – | Sell |
-175
| Closed | -$9K | – | 236 |
|
2020
Q1 | $9K | Hold |
175
| – | – | 0.01% | 179 |
|
2019
Q4 | $19K | Hold |
175
| – | – | 0.01% | 162 |
|
2019
Q3 | $17K | Hold |
175
| – | – | 0.01% | 166 |
|
2019
Q2 | $16K | Hold |
175
| – | – | 0.01% | 162 |
|
2019
Q1 | $17K | Hold |
175
| – | – | 0.01% | 168 |
|
2018
Q4 | $15K | Hold |
175
| – | – | 0.01% | 176 |
|
2018
Q3 | $20K | Hold |
175
| – | – | 0.01% | 149 |
|
2018
Q2 | $20K | Sell |
175
-19
| -10% | -$2.17K | 0.01% | 147 |
|
2018
Q1 | $18K | Hold |
194
| – | – | 0.01% | 158 |
|
2017
Q4 | $20K | Hold |
194
| – | – | 0.01% | 166 |
|
2017
Q3 | $18K | Hold |
194
| – | – | 0.01% | 176 |
|
2017
Q2 | $16K | Buy |
+194
| New | +$16K | 0.01% | 150 |
|
2015
Q1 | – | Sell |
-503
| Closed | -$36K | – | 309 |
|
2014
Q4 | $36K | Buy |
+503
| New | +$36K | 0.03% | 163 |
|
2014
Q3 | – | Sell |
-153
| Closed | -$12K | – | 204 |
|
2014
Q2 | $12K | Buy |
+153
| New | +$12K | 0.01% | 167 |
|