Hennessy Advisors Inc’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 | $680K | Hold |
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|
2025
Q2 | $597K | Hold |
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|
2025
Q1 | $617K | Buy |
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|
2024
Q4 | $399K | Hold |
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|
2024
Q3 | $460K | Hold |
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|
2024
Q2 | $494K | Hold |
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|
2024
Q1 | $572K | Sell |
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|
2023
Q4 | $533K | Hold |
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|
2023
Q3 | $481K | Hold |
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|
2023
Q2 | $382K | Sell |
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|
2023
Q1 | $608K | Sell |
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|
2022
Q4 | $885K | Sell |
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|
2022
Q3 | $848K | Hold |
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|
2022
Q2 | $861K | Buy |
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|
2022
Q1 | $700K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5.59M | Sell |
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|
2019
Q3 | $5.38M | Sell |
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|
2019
Q2 | $5.05M | Hold |
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|
2019
Q1 | $5.14M | Sell |
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|
2018
Q4 | $4.73M | Sell |
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|
2018
Q3 | $6.4M | Hold |
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|
2018
Q2 | $6.38M | Hold |
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|
2018
Q1 | $5.45M | Sell |
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|
2017
Q4 | $6.76M | Hold |
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|
2017
Q3 | $6.12M | Hold |
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|
2017
Q2 | $5.52M | Sell |
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|
2017
Q1 | $5.48M | Buy |
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