Kesler Norman & Wride’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 | $4.96M | Buy |
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|
2025
Q1 | $5.05M | Sell |
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|
2024
Q4 | $4.72M | Sell |
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|
2024
Q3 | $5.6M | Sell |
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|
2024
Q2 | $6.73M | Sell |
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|
2024
Q1 | $8.11M | Sell |
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|
2023
Q4 | $7M | Sell |
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|
2023
Q3 | $6.32M | Buy |
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|
2023
Q2 | $4.88M | Buy |
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|
2023
Q1 | $4.92M | Buy |
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|
2022
Q4 | $4.13M | Buy |
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|
2022
Q3 | $937K | Buy |
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|
2022
Q2 | $946K | Buy |
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|
2022
Q1 | $991K | Sell |
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|
2021
Q4 | $834K | Buy |
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|
2021
Q3 | $790K | Buy |
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|
2021
Q2 | $811K | Sell |
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|
2021
Q1 | $911K | Buy |
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|
2020
Q4 | $673K | Buy |
|