Kimelman & Baird’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 | $74.6K | Hold |
625
| – | – | 0.01% | 164 |
|
|
2025
Q1 | $77.2K | Hold |
625
| – | – | 0.01% | 160 |
|
|
2024
Q4 | $71.2K | Hold |
625
| – | – | 0.01% | 166 |
|
|
2024
Q3 | $82.2K | Hold |
625
| – | – | 0.01% | 165 |
|
|
2024
Q2 | $88.2K | Buy |
+625
| New | +$88.2K | 0.01% | 159 |
|
|
2015
Q2 | – | Sell |
-5,040
| Closed | -$396K | – | 120 |
|
|
2015
Q1 | $396K | Hold |
5,040
| – | – | 0.07% | 87 |
|
|
2014
Q4 | $361K | Buy |
5,040
+50
| +1% | +$3.58K | 0.07% | 92 |
|
|
2014
Q3 | $406K | Buy |
4,990
+70
| +1% | +$5.7K | 0.08% | 85 |
|
|
2014
Q2 | $396K | Hold |
4,920
| – | – | 0.07% | 86 |
|
|
2014
Q1 | $379K | Sell |
4,920
-170
| -3% | -$13.1K | 0.07% | 85 |
|
|
2013
Q4 | $393K | Sell |
5,090
-60
| -1% | -$4.63K | 0.08% | 82 |
|
|
2013
Q3 | $298K | Hold |
5,150
| – | – | 0.06% | 90 |
|
|
2013
Q2 | $303K | Buy |
+5,150
| New | +$303K | 0.06% | 87 |
|