Kavar Capital Partners Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $218K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $103K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $134K | Hold |
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|
2018
Q1 | $114K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $89K | Buy |
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|
2015
Q3 | $76K | Hold |
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|
2015
Q2 | $80K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $77K | Hold |
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|
2013
Q4 | $77K | Buy |
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