Buckingham Capital Management (Ohio)’s Phillips 66 PSX Stock Holding History

Buckingham Capital Management (Ohio)’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$5.2M	Sell	45,684 -926	-2%	-$106K	0.6%	40
2024 Q3	$6.13M	Sell	46,610 -314	-0.7%	-$41.3K	0.7%	38
2024 Q2	$6.62M	Sell	46,924 -2,581	-5%	-$364K	0.79%	39
2024 Q1	$8.09M	Sell	49,505 -3,332	-6%	-$544K	0.99%	36
2023 Q4	$7.03M	Sell	52,837 -1,101	-2%	-$147K	0.94%	32
2023 Q3	$6.48M	Sell	53,938 -605	-1%	-$72.7K	0.99%	33
2023 Q2	$5.2M	Sell	54,543 -2,001	-4%	-$191K	0.78%	42
2023 Q1	$5.73M	Sell	56,544 -3,615	-6%	-$366K	0.92%	37
2022 Q4	$6.26M	Buy	60,159 +1,160	+2%	+$121K	1.09%	31
2022 Q3	$4.76M	Buy	58,999 +2,100	+4%	+$169K	0.92%	38
2022 Q2	$4.67M	Buy	56,899 +934	+2%	+$76.6K	0.87%	41
2022 Q1	$4.84M	Sell	55,965 -577	-1%	-$49.8K	0.79%	43
2021 Q4	$4.1M	Buy	56,542 +14	+0%	+$1.01K	0.63%	46
2021 Q3	$3.96M	Buy	56,528 +1,439	+3%	+$101K	0.65%	44
2021 Q2	$4.73M	Sell	55,089 -335	-0.6%	-$28.8K	0.76%	43
2021 Q1	$4.52M	Sell	55,424 -1,956	-3%	-$159K	0.76%	42
2020 Q4	$4.01M	Sell	57,380 -3,364	-6%	-$235K	0.71%	42
2020 Q3	$3.15M	Sell	60,744 -89	-0.1%	-$4.61K	0.63%	46
2020 Q2	$4.37M	Sell	60,833 -1,697	-3%	-$122K	0.95%	33
2020 Q1	$3.36M	Buy	62,530 +16,629	+36%	+$892K	0.84%	36
2019 Q4	$5.11M	Sell	45,901 -307	-0.7%	-$34.2K	0.89%	37
2019 Q3	$4.73M	Buy	46,208 +1,654	+4%	+$169K	0.88%	37
2019 Q2	$4.17M	Buy	44,554 +5,844	+15%	+$547K	0.79%	42
2019 Q1	$3.68M	Buy	38,710 +2,625	+7%	+$250K	0.72%	41
2018 Q4	$3.11M	Buy	36,085 +1,338	+4%	+$115K	0.68%	46
2018 Q3	$3.92M	Buy	34,747 +755	+2%	+$85.1K	0.77%	36
2018 Q2	$3.82M	Sell	33,992 -1,305	-4%	-$147K	0.78%	33
2018 Q1	$3.39M	Sell	35,297 -180	-0.5%	-$17.3K	0.71%	38
2017 Q4	$3.59M	Sell	35,477 -364	-1%	-$36.8K	0.75%	35
2017 Q3	$3.28M	Buy	35,841 +282	+0.8%	+$25.8K	0.73%	37
2017 Q2	$2.94M	Sell	35,559 -4,186	-11%	-$346K	0.68%	40
2017 Q1	$3.15M	Buy	39,745 +5,110	+15%	+$405K	0.74%	37
2016 Q4	$2.99M	Buy	34,635 +3,189	+10%	+$276K	0.74%	36
2016 Q3	$2.53M	Buy	31,446 +1,950	+7%	+$157K	0.65%	40
2016 Q2	$2.34M	Buy	29,496 +4,560	+18%	+$362K	0.62%	44
2016 Q1	$2.16M	Buy	24,936 +1,236	+5%	+$107K	0.59%	49
2015 Q4	$1.94M	Buy	23,700 +381	+2%	+$31.2K	0.54%	54
2015 Q3	$1.79M	Buy	23,319 +490	+2%	+$37.7K	0.53%	54
2015 Q2	$1.84M	Buy	22,829 +231	+1%	+$18.6K	0.51%	55
2015 Q1	$1.78M	Buy	22,598 +898	+4%	+$70.6K	0.51%	56
2014 Q4	$1.56M	Buy	21,700 +1,580	+8%	+$113K	0.46%	66
2014 Q3	$1.64M	Buy	20,120 +435	+2%	+$35.4K	0.51%	59
2014 Q2	$1.58M	Sell	19,685 -198	-1%	-$15.9K	0.5%	64
2014 Q1	$1.53M	Buy	19,883 +545	+3%	+$42K	0.51%	61
2013 Q4	$1.49M	Buy	19,338 +13	+0.1%	+$1K	0.52%	59
2013 Q3	$1.13M	Buy	19,325 +772	+4%	+$45.2K	0.46%	67
2013 Q2	$1.09M	Buy	+18,553	New	+$1.09M	0.45%	68