Leisure Capital 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 | $253K | Sell |
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|
2025
Q1 | $271K | Hold |
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|
2024
Q4 | $250K | Hold |
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|
2024
Q3 | $289K | Sell |
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|
2024
Q2 | $319K | Hold |
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|
2024
Q1 | $369K | Buy |
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|
2023
Q4 | $293K | Hold |
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|
2023
Q3 | $264K | Sell |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $244K | Sell |
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|
2022
Q4 | $265K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $236K | Hold |
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|
2022
Q1 | $249K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $229K | Sell |
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|
2021
Q1 | $242K | Sell |
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|
2020
Q4 | $210K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $206K | Sell |
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|
2020
Q1 | $211K | Sell |
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|
2019
Q4 | $455K | Sell |
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|
2019
Q3 | $516K | Sell |
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|
2019
Q2 | $504K | Sell |
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|
2019
Q1 | $660K | Sell |
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|
2018
Q4 | $689K | Sell |
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|
2018
Q3 | $964K | Sell |
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|
2018
Q2 | $978K | Sell |
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|
2018
Q1 | $1.04M | Sell |
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|
2017
Q4 | $1.43M | Sell |
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|
2017
Q3 | $1.41M | Buy |
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|
2017
Q2 | $1.26M | Buy |
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|
2017
Q1 | $1.2M | Sell |
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|
2016
Q4 | $1.32M | Sell |
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|
2016
Q3 | $1.27M | Buy |
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|
2016
Q2 | $1.24M | Buy |
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|
2016
Q1 | $1.35M | Sell |
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|
2015
Q4 | $1.28M | Buy |
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|
2015
Q3 | $1.18M | Buy |
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|
2015
Q2 | $1.22M | Buy |
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|
2015
Q1 | $1.17M | Buy |
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|
2014
Q4 | $983K | Buy |
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