KLCM Advisors’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 | $242K | Hold |
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|
2025
Q1 | $250K | Hold |
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|
2024
Q4 | $231K | Sell |
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|
2024
Q3 | $272K | Hold |
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|
2024
Q2 | $293K | Hold |
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $298K | Hold |
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|
2023
Q3 | $269K | Hold |
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|
2023
Q2 | $213K | Hold |
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|
2023
Q1 | $227K | Sell |
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|
2022
Q4 | $274K | Buy |
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|
2022
Q3 | $201K | Hold |
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|
2022
Q2 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $219K | Buy |
|