Lawson Kroeker Investment Management’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 | $18M | Buy |
|
|||||
|
2025
Q1 | $17.6M | Buy |
|
|||||
|
2024
Q4 | $11.9M | Sell |
|
|||||
|
2024
Q3 | $13.9M | Sell |
|
|||||
|
2024
Q2 | $15M | Sell |
|
|||||
|
2024
Q1 | $17.6M | Sell |
|
|||||
|
2023
Q4 | $14.6M | Sell |
|
|||||
|
2023
Q3 | $13.2M | Sell |
|
|||||
|
2023
Q2 | $10.5M | Buy |
|
|||||
|
2023
Q1 | $10.9M | Sell |
|
|||||
|
2022
Q4 | $11.3M | Sell |
|
|||||
|
2022
Q3 | $9.09M | Buy |
|
|||||
|
2022
Q2 | $9.23M | Sell |
|
|||||
|
2022
Q1 | $9.79M | Buy |
|
|||||
|
2021
Q4 | $8.21M | Buy |
|
|||||
|
2021
Q3 | $7.93M | Sell |
|
|||||
|
2021
Q2 | $9.85M | Sell |
|
|||||
|
2021
Q1 | $9.45M | Sell |
|
|||||
|
2020
Q4 | $8.11M | Sell |
|
|||||
|
2020
Q3 | $6.08M | Buy |
|
|||||
|
2020
Q2 | $242K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $380K | Hold |
|
|||||
|
2019
Q3 | $350K | Hold |
|
|||||
|
2019
Q2 | $319K | Hold |
|
|||||
|
2019
Q1 | $325K | Sell |
|
|||||
|
2018
Q4 | $301K | Sell |
|
|||||
|
2018
Q3 | $399K | Buy |
|
|||||
|
2018
Q2 | $392K | Hold |
|
|||||
|
2018
Q1 | $335K | Hold |
|
|||||
|
2017
Q4 | $353K | Hold |
|
|||||
|
2017
Q3 | $320K | Hold |
|
|||||
|
2017
Q2 | $289K | Sell |
|
|||||
|
2017
Q1 | $300K | Buy |
|
|||||
|
2016
Q4 | $277K | Hold |
|
|||||
|
2016
Q3 | $258K | Hold |
|
|||||
|
2016
Q2 | $254K | Hold |
|
|||||
|
2016
Q1 | $278K | Hold |
|
|||||
|
2015
Q4 | $262K | Hold |
|
|||||
|
2015
Q3 | $246K | Hold |
|
|||||
|
2015
Q2 | $258K | Sell |
|
|||||
|
2015
Q1 | $911K | Buy |
|
|||||
|
2014
Q4 | $802K | Sell |
|
|||||
|
2014
Q3 | $923K | Sell |
|
|||||
|
2014
Q2 | $915K | Sell |
|
|||||
|
2014
Q1 | $887K | Hold |
|
|||||
|
2013
Q4 | $888K | Hold |
|
|||||
|
2013
Q3 | $666K | Sell |
|
|||||
|
2013
Q2 | $683K | Buy |
|