Hoese & Co’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36K | Hold |
302
| – | – | 0.03% | 110 |
|
|
2025
Q1 | $37.3K | Hold |
302
| – | – | 0.03% | 82 |
|
|
2024
Q4 | $34.4K | Sell |
302
-100
| -25% | -$11.4K | 0.03% | 88 |
|
|
2024
Q3 | $52.8K | Buy |
402
+100
| +33% | +$13.1K | 0.04% | 71 |
|
|
2024
Q2 | $42.9K | Hold |
302
| – | – | 0.04% | 72 |
|
|
2024
Q1 | $43K | Hold |
302
| – | – | 0.04% | 71 |
|
|
2023
Q4 | $38.9K | Hold |
302
| – | – | 0.04% | 72 |
|
|
2023
Q3 | $36.3K | Hold |
302
| – | – | 0.04% | 78 |
|
|
2023
Q2 | $28.8K | Hold |
302
| – | – | 0.03% | 90 |
|
|
2023
Q1 | $31K | Hold |
302
| – | – | 0.04% | 83 |
|
|
2022
Q4 | $33K | Hold |
302
| – | – | 0.03% | 88 |
|
|
2022
Q3 | $24K | Hold |
302
| – | – | 0.03% | 97 |
|
|
2022
Q2 | $25K | Hold |
302
| – | – | 0.03% | 99 |
|
|
2022
Q1 | $26K | Hold |
302
| – | – | 0.03% | 107 |
|
|
2021
Q4 | $22K | Hold |
302
| – | – | 0.02% | 113 |
|
|
2021
Q3 | $21K | Hold |
302
| – | – | 0.02% | 118 |
|
|
2021
Q2 | $26K | Buy |
+302
| New | +$26K | 0.03% | 108 |
|