Kohmann Bosshard Financial Services’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 | $315K | Hold |
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|
2025
Q1 | $326K | Sell |
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|
2024
Q4 | $303K | Hold |
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|
2024
Q3 | $350K | Buy |
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|
2024
Q2 | $370K | Hold |
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|
2024
Q1 | $428K | Hold |
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|
2023
Q4 | $349K | Hold |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $250K | Buy |
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|
2023
Q1 | $250K | Hold |
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|
2022
Q4 | $257K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $161K | Hold |
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|
2020
Q1 | $120K | Hold |
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|
2019
Q4 | $249K | Hold |
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|
2019
Q3 | $229K | Buy |
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|
2019
Q2 | $186K | Hold |
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|
2019
Q1 | $189K | Hold |
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|
2018
Q4 | $171K | Hold |
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|
2018
Q3 | $224K | Hold |
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|
2018
Q2 | $223K | Hold |
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|
2018
Q1 | $190K | Buy |
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