Kuhn & Co Investment Counsel’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 | $585K | Buy |
4,903
+935
| +24% | +$112K | 0.44% | 78 |
|
|
2025
Q1 | $490K | Hold |
3,968
| – | – | 0.41% | 80 |
|
|
2024
Q4 | $452K | Hold |
3,968
| – | – | 0.38% | 80 |
|
|
2024
Q3 | $522K | Hold |
3,968
| – | – | 0.45% | 80 |
|
|
2024
Q2 | $560K | Hold |
3,968
| – | – | 0.5% | 64 |
|
|
2024
Q1 | $648K | Hold |
3,968
| – | – | 0.61% | 53 |
|
|
2023
Q4 | $528K | Buy |
+3,968
| New | +$528K | 0.54% | 59 |
|