Kimelman & Baird’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 | $85K | Hold |
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|
2025
Q2 | $74.6K | Hold |
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|
2025
Q1 | $77.2K | Hold |
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|
2024
Q4 | $71.2K | Hold |
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|
2024
Q3 | $82.2K | Hold |
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|
2024
Q2 | $88.2K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $396K | Hold |
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|
2014
Q4 | $361K | Buy |
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|
2014
Q3 | $406K | Buy |
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|
2014
Q2 | $396K | Hold |
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|
2014
Q1 | $379K | Sell |
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|
2013
Q4 | $393K | Sell |
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|
2013
Q3 | $298K | Hold |
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|
2013
Q2 | $303K | Buy |
|