Founders Capital Management (Texas)’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 | $25.7K | Hold |
215
| – | – | 0.02% | 205 |
|
|
2025
Q1 | $26.5K | Hold |
215
| – | – | 0.02% | 190 |
|
|
2024
Q4 | $24.5K | Hold |
215
| – | – | 0.02% | 205 |
|
|
2024
Q3 | $28.3K | Hold |
215
| – | – | 0.02% | 193 |
|
|
2024
Q2 | $30.4K | Hold |
215
| – | – | 0.02% | 187 |
|
|
2024
Q1 | $35.1K | Hold |
215
| – | – | 0.02% | 173 |
|
|
2023
Q4 | $28.6K | Hold |
215
| – | – | 0.02% | 192 |
|
|
2023
Q3 | $25.8K | Hold |
215
| – | – | 0.02% | 198 |
|
|
2023
Q2 | $20.5K | Hold |
215
| – | – | 0.01% | 234 |
|
|
2023
Q1 | $22K | Hold |
215
| – | – | 0.02% | 223 |
|
|
2022
Q4 | $22K | Hold |
215
| – | – | 0.02% | 216 |
|
|
2022
Q3 | $17K | Buy |
215
+76
| +55% | +$6.01K | 0.01% | 239 |
|
|
2022
Q2 | $11K | Buy |
+139
| New | +$11K | 0.01% | 300 |
|
|
2019
Q3 | – | Sell |
-4,010
| Closed | -$375K | – | 326 |
|
|
2019
Q2 | $375K | Sell |
4,010
-100
| -2% | -$9.35K | 0.33% | 44 |
|
|
2019
Q1 | $391K | Hold |
4,110
| – | – | 0.37% | 42 |
|
|
2018
Q4 | $354K | Hold |
4,110
| – | – | 0.38% | 42 |
|
|
2018
Q3 | $463K | Hold |
4,110
| – | – | 0.38% | 43 |
|
|
2018
Q2 | $462K | Sell |
4,110
-610
| -13% | -$68.6K | 0.41% | 46 |
|
|
2018
Q1 | $453K | Hold |
4,720
| – | – | 0.38% | 53 |
|
|
2017
Q4 | $477K | Hold |
4,720
| – | – | 0.4% | 53 |
|
|
2017
Q3 | $432K | Hold |
4,720
| – | – | 0.36% | 55 |
|
|
2017
Q2 | $390K | Sell |
4,720
-1,762
| -27% | -$146K | 0.35% | 55 |
|
|
2017
Q1 | $514K | Buy |
+6,482
| New | +$514K | 0.46% | 56 |
|