Kohmann Bosshard Financial Services’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 | $315K | Hold |
2,643
| – | – | 0.04% | 145 |
|
|
2025
Q1 | $326K | Sell |
2,643
-20
| -0.8% | -$2.47K | 0.04% | 148 |
|
|
2024
Q4 | $303K | Hold |
2,663
| – | – | 0.04% | 153 |
|
|
2024
Q3 | $350K | Buy |
2,663
+40
| +2% | +$5.26K | 0.04% | 144 |
|
|
2024
Q2 | $370K | Hold |
2,623
| – | – | 0.05% | 135 |
|
|
2024
Q1 | $428K | Hold |
2,623
| – | – | 0.06% | 122 |
|
|
2023
Q4 | $349K | Hold |
2,623
| – | – | 0.05% | 131 |
|
|
2023
Q3 | $315K | Hold |
2,623
| – | – | 0.05% | 128 |
|
|
2023
Q2 | $250K | Buy |
2,623
+155
| +6% | +$14.8K | 0.04% | 153 |
|
|
2023
Q1 | $250K | Hold |
2,468
| – | – | 0.05% | 132 |
|
|
2022
Q4 | $257K | Buy |
+2,468
| New | +$257K | 0.05% | 125 |
|
|
2020
Q3 | – | Sell |
-2,235
| Closed | -$161K | – | 121 |
|
|
2020
Q2 | $161K | Hold |
2,235
| – | – | 0.06% | 101 |
|
|
2020
Q1 | $120K | Hold |
2,235
| – | – | 0.05% | 102 |
|
|
2019
Q4 | $249K | Hold |
2,235
| – | – | 0.09% | 71 |
|
|
2019
Q3 | $229K | Buy |
2,235
+250
| +13% | +$25.6K | 0.09% | 74 |
|
|
2019
Q2 | $186K | Hold |
1,985
| – | – | 0.08% | 82 |
|
|
2019
Q1 | $189K | Hold |
1,985
| – | – | 0.09% | 75 |
|
|
2018
Q4 | $171K | Hold |
1,985
| – | – | 0.09% | 76 |
|
|
2018
Q3 | $224K | Hold |
1,985
| – | – | 0.11% | 59 |
|
|
2018
Q2 | $223K | Hold |
1,985
| – | – | 0.13% | 60 |
|
|
2018
Q1 | $190K | Buy |
+1,985
| New | +$190K | 0.11% | 65 |
|