Chilton 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 | $169K | Hold |
1,414
| – | – | 0.01% | 241 |
|
|
2025
Q1 | $175K | Sell |
1,414
-63
| -4% | -$7.78K | 0.01% | 228 |
|
|
2024
Q4 | $168K | Sell |
1,477
-1,143
| -44% | -$130K | 0.01% | 236 |
|
|
2024
Q3 | $344K | Buy |
2,620
+14
| +0.5% | +$1.84K | 0.01% | 176 |
|
|
2024
Q2 | $368K | Hold |
2,606
| – | – | 0.02% | 176 |
|
|
2024
Q1 | $426K | Sell |
2,606
-445
| -15% | -$72.7K | 0.02% | 174 |
|
|
2023
Q4 | $406K | Hold |
3,051
| – | – | 0.02% | 173 |
|
|
2023
Q3 | $367K | Hold |
3,051
| – | – | 0.02% | 168 |
|
|
2023
Q2 | $291K | Hold |
3,051
| – | – | 0.02% | 185 |
|
|
2023
Q1 | $309K | Sell |
3,051
-226
| -7% | -$22.9K | 0.02% | 181 |
|
|
2022
Q4 | $341K | Buy |
3,277
+309
| +10% | +$32.2K | 0.02% | 185 |
|
|
2022
Q3 | $240K | Buy |
2,968
+305
| +11% | +$24.7K | 0.02% | 197 |
|
|
2022
Q2 | $218K | Sell |
2,663
-293
| -10% | -$24K | 0.01% | 206 |
|
|
2022
Q1 | $255K | Buy |
2,956
+50
| +2% | +$4.31K | 0.01% | 200 |
|
|
2021
Q4 | $211K | Buy |
2,906
+25
| +0.9% | +$1.82K | 0.01% | 219 |
|
|
2021
Q3 | $202K | Hold |
2,881
| – | – | 0.01% | 201 |
|
|
2021
Q2 | $247K | Buy |
+2,881
| New | +$247K | 0.01% | 187 |
|
|
2016
Q4 | – | Sell |
-4,494
| Closed | -$362K | – | 156 |
|
|
2016
Q3 | $362K | Buy |
4,494
+141
| +3% | +$11.4K | 0.04% | 140 |
|
|
2016
Q2 | $345K | Buy |
4,353
+2,010
| +86% | +$159K | 0.03% | 148 |
|
|
2016
Q1 | $203K | Buy |
+2,343
| New | +$203K | 0.02% | 161 |
|
|
2014
Q1 | – | Sell |
-689
| Closed | -$53.1K | – | 258 |
|
|
2013
Q4 | $53.1K | Hold |
689
| – | – | 0.01% | 250 |
|
|
2013
Q3 | $39.8K | Hold |
689
| – | – | ﹤0.01% | 264 |
|
|
2013
Q2 | $41K | Buy |
+689
| New | +$41K | 0.01% | 265 |
|