Cozad Asset 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 | $492K | Sell |
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|
2025
Q2 | $500K | Sell |
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|
2025
Q1 | $642K | Sell |
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|
2024
Q4 | $4.37M | Buy |
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|
2024
Q3 | $4.9M | Sell |
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|
2024
Q2 | $5.7M | Buy |
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|
2024
Q1 | $4.78M | Buy |
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|
2023
Q4 | $3.73M | Buy |
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|
2023
Q3 | $2.87M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $974K | Sell |
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|
2019
Q4 | $2.18M | Sell |
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|
2019
Q3 | $2.22M | Buy |
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|
2019
Q2 | $2M | Sell |
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|
2019
Q1 | $2.06M | Sell |
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|
2018
Q4 | $2M | Buy |
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|
2018
Q3 | $2.58M | Sell |
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|
2018
Q2 | $2.74M | Buy |
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