Hazlett, Burt & Watson’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
$370K Buy
2025
Q1
$322K Sell
2024
Q4
$309K Buy
2024
Q3
$343K Sell
2024
Q2
$384K Buy
2024
Q1
$360K Buy
2023
Q4
$293K Sell
2023
Q3
$284K Buy
2023
Q2
$221K Buy
2023
Q1
$232K Buy
2022
Q4
$237K Buy
2022
Q3
$183K Sell
2022
Q2
$188K Buy
2022
Q1
$198K Buy