Hazlett, Burt & Watson’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
3,094
+483
| +18% | +$57.8K | 0.15% | 135 |
|
|
2025
Q1 | $322K | Sell |
2,611
-108
| -4% | -$13.3K | 0.14% | 141 |
|
|
2024
Q4 | $309K | Buy |
2,719
+108
| +4% | +$12.3K | 0.14% | 150 |
|
|
2024
Q3 | $343K | Sell |
2,611
-109
| -4% | -$14.3K | 0.16% | 138 |
|
|
2024
Q2 | $384K | Buy |
2,720
+519
| +24% | +$73.3K | 0.2% | 108 |
|
|
2024
Q1 | $360K | Buy |
2,201
+4
| +0.2% | +$654 | 0.22% | 98 |
|
|
2023
Q4 | $293K | Sell |
2,197
-162
| -7% | -$21.6K | 0.2% | 115 |
|
|
2023
Q3 | $284K | Buy |
2,359
+59
| +3% | +$7.1K | 0.21% | 105 |
|
|
2023
Q2 | $221K | Buy |
2,300
+10
| +0.4% | +$961 | 0.16% | 128 |
|
|
2023
Q1 | $232K | Buy |
2,290
+11
| +0.5% | +$1.11K | 0.19% | 112 |
|
|
2022
Q4 | $237K | Buy |
2,279
+6
| +0.3% | +$624 | 0.21% | 105 |
|
|
2022
Q3 | $183K | Sell |
2,273
-26
| -1% | -$2.09K | 0.18% | 121 |
|
|
2022
Q2 | $188K | Buy |
2,299
+8
| +0.3% | +$654 | 0.17% | 124 |
|
|
2022
Q1 | $198K | Buy |
+2,291
| New | +$198K | 0.16% | 135 |
|