Goelzer Investment 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
$312K Buy
2025
Q2
$271K Sell
2025
Q1
$286K Hold
2024
Q4
$264K Hold
2024
Q3
$305K Sell
2024
Q2
$354K Hold
2024
Q1
$409K Buy
2023
Q4
$270K Buy