Excalibur 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 | $473K | Buy |
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|
2025
Q1 | $414K | Sell |
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|
2024
Q4 | $385K | Sell |
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|
2024
Q3 | $446K | Sell |
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|
2024
Q2 | $486K | Buy |
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|
2024
Q1 | $543K | Sell |
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|
2023
Q4 | $444K | Hold |
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|
2023
Q3 | $401K | Hold |
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|
2023
Q2 | $318K | Hold |
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|
2023
Q1 | $338K | Buy |
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|
2022
Q4 | $346K | Hold |
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|
2022
Q3 | $268K | Buy |
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|
2022
Q2 | $272K | Sell |
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|
2022
Q1 | $307K | Sell |
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|
2021
Q4 | $403K | Buy |
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|
2021
Q3 | $351K | Buy |
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|
2021
Q2 | $351K | Sell |
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|
2021
Q1 | $342K | Sell |
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|
2020
Q4 | $295K | Sell |
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|
2020
Q3 | $225K | Buy |
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|
2020
Q2 | $294K | Sell |
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|
2020
Q1 | $239K | Buy |
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|
2019
Q4 | $296K | Sell |
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|
2019
Q3 | $275K | Hold |
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|
2019
Q2 | $251K | Buy |
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|
2019
Q1 | $253K | Hold |
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|
2018
Q4 | $229K | Sell |
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|
2018
Q3 | $309K | Sell |
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|
2018
Q2 | $396K | Sell |
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|
2018
Q1 | $340K | Sell |
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|
2017
Q4 | $381K | Sell |
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|
2017
Q3 | $352K | Sell |
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|
2017
Q2 | $319K | Sell |
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|
2017
Q1 | $308K | Sell |
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|
2016
Q4 | $356K | Sell |
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|
2016
Q3 | $332K | Hold |
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|
2016
Q2 | $327K | Hold |
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|
2016
Q1 | $357K | Hold |
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|
2015
Q4 | $338K | Hold |
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|
2015
Q3 | $317K | Sell |
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|
2015
Q2 | $336K | Sell |
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|
2015
Q1 | $329K | Sell |
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|
2014
Q4 | $306K | Sell |
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|
2014
Q3 | $360K | Sell |
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|
2014
Q2 | $357K | Sell |
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|
2014
Q1 | $346K | Sell |
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|
2013
Q4 | $363K | Hold |
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|
2013
Q3 | $272K | Sell |
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|
2013
Q2 | $280K | Buy |
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