Hanson & Doremus 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 | $391K | Sell |
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|
2025
Q2 | $375K | Sell |
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|
2025
Q1 | $422K | Sell |
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|
2024
Q4 | $406K | Sell |
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|
2024
Q3 | $470K | Sell |
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|
2024
Q2 | $524K | Sell |
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|
2024
Q1 | $614K | Sell |
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|
2023
Q4 | $510K | Sell |
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|
2023
Q3 | $477K | Buy |
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|
2023
Q2 | $351K | Buy |
|
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|
2023
Q1 | $373K | Sell |
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|
2022
Q4 | $445K | Buy |
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|
2022
Q3 | $317K | Sell |
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|
2022
Q2 | $343K | Sell |
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|
2022
Q1 | $439K | Sell |
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|
2021
Q4 | $377K | Sell |
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|
2021
Q3 | $372K | Sell |
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|
2021
Q2 | $353K | Buy |
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|
2021
Q1 | $511K | Sell |
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|
2020
Q4 | $470K | Sell |
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|
2020
Q3 | $353K | Sell |
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|
2020
Q2 | $522K | Sell |
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|
2020
Q1 | $451K | Buy |
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|
2019
Q4 | $887K | Sell |
|
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|
2019
Q3 | $825K | Sell |
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|
2019
Q2 | $759K | Buy |
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|
2019
Q1 | $758K | Sell |
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|
2018
Q4 | $690K | Sell |
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|
2018
Q3 | $919K | Sell |
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|
2018
Q2 | $921K | Sell |
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|
2018
Q1 | $840K | Buy |
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|
2017
Q4 | $854K | Sell |
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|
2017
Q3 | $800K | Sell |
|
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|
2017
Q2 | $727K | Hold |
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|
2017
Q1 | $696K | Hold |
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|
2016
Q4 | $759K | Sell |
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|
2016
Q3 | $711K | Buy |
|
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|
2016
Q2 | $689K | Sell |
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|
2016
Q1 | $756K | Sell |
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|
2015
Q4 | $719K | Sell |
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|
2015
Q3 | $706K | Sell |
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|
2015
Q2 | $744K | Sell |
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|
2015
Q1 | $729K | Sell |
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|
2014
Q4 | $695K | Sell |
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|
2014
Q3 | $795K | Sell |
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|
2014
Q2 | $790K | Sell |
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|
2014
Q1 | $799K | Sell |
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|
2013
Q4 | $804K | Sell |
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|
2013
Q3 | $646K | Sell |
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|
2013
Q2 | $677K | Buy |
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