Koshinski Asset Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
14,781
-285
| -2% | -$34K | 0.13% | 156 |
|
|
2025
Q1 | $1.86M | Sell |
15,066
-131
| -0.9% | -$16.2K | 0.16% | 140 |
|
|
2024
Q4 | $1.73B | Buy |
15,197
+19
| +0.1% | +$2.16M | 0.15% | 138 |
|
|
2024
Q3 | $2M | Sell |
15,178
-367
| -2% | -$48.2K | 0.17% | 122 |
|
|
2024
Q2 | $2.06M | Sell |
15,545
-1,483
| -9% | -$197K | 0.19% | 117 |
|
|
2024
Q1 | $2.78M | Buy |
17,028
+624
| +4% | +$102K | 0.28% | 80 |
|
|
2023
Q4 | $2.18M | Buy |
16,404
+1,943
| +13% | +$259K | 0.33% | 75 |
|
|
2023
Q3 | $1.74M | Buy |
14,461
+128
| +0.9% | +$15.4K | 0.2% | 110 |
|
|
2023
Q2 | $1.37M | Sell |
14,333
-4,729
| -25% | -$451K | 0.15% | 150 |
|
|
2023
Q1 | $1.93M | Sell |
19,062
-90
| -0.5% | -$9.12K | 0.19% | 120 |
|
|
2022
Q4 | $1.99M | Sell |
19,152
-2,496
| -12% | -$260K | 0.19% | 125 |
|
|
2022
Q3 | $1.75M | Buy |
21,648
+785
| +4% | +$63.4K | 0.21% | 122 |
|
|
2022
Q2 | $1.71M | Buy |
20,863
+7
| +0% | +$574 | 0.17% | 142 |
|
|
2022
Q1 | $1.8M | Buy |
20,856
+91
| +0.4% | +$7.86K | 0.15% | 152 |
|
|
2021
Q4 | $1.5M | Sell |
20,765
-1,100
| -5% | -$79.7K | 0.12% | 181 |
|
|
2021
Q3 | $1.53M | Buy |
21,865
+6,362
| +41% | +$446K | 0.13% | 177 |
|
|
2021
Q2 | $1.33M | Sell |
15,503
-3,847
| -20% | -$330K | 0.17% | 146 |
|
|
2021
Q1 | $1.58M | Buy |
19,350
+1,415
| +8% | +$115K | 0.17% | 148 |
|
|
2020
Q4 | $1.25M | Buy |
17,935
+765
| +4% | +$53.5K | 0.16% | 161 |
|
|
2020
Q3 | $918 | Sell |
17,170
-66
| -0.4% | -$4 | 0.12% | 189 |
|
|
2020
Q2 | $1.24M | Buy |
17,236
+1,095
| +7% | +$78.7K | 0.2% | 135 |
|
|
2020
Q1 | $866K | Buy |
16,141
+1,729
| +12% | +$92.8K | 0.18% | 150 |
|
|
2019
Q4 | $1.59M | Buy |
+14,412
| New | +$1.59M | 0.27% | 106 |
|
|
2019
Q2 | – | Sell |
-4,023
| Closed | -$383 | – | 353 |
|
|
2019
Q1 | $383 | Sell |
4,023
-8,509
| -68% | -$810 | 0.1% | 247 |
|
|
2018
Q4 | $1.08M | Buy |
+12,532
| New | +$1.08M | 0.27% | 117 |
|
|
2018
Q3 | – | Sell |
-7,050
| Closed | -$792K | – | 543 |
|
|
2018
Q2 | $792K | Buy |
7,050
+187
| +3% | +$21K | 0.24% | 135 |
|
|
2018
Q1 | $658K | Sell |
6,863
-8,596
| -56% | -$824K | 0.2% | 165 |
|
|
2017
Q4 | $1.56M | Buy |
15,459
+11,120
| +256% | +$1.13M | 0.39% | 75 |
|
|
2017
Q3 | $397K | Buy |
4,339
+6
| +0.1% | +$549 | 0.13% | 237 |
|
|
2017
Q2 | $358K | Buy |
4,333
+1,693
| +64% | +$140K | 0.13% | 238 |
|
|
2017
Q1 | $209K | Buy |
2,640
+301
| +13% | +$23.8K | 0.08% | 307 |
|
|
2016
Q4 | $202K | Buy |
+2,339
| New | +$202K | 0.1% | 281 |
|