LeJeune Puetz Investment Counsel’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $255K | Sell |
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|
2022
Q4 | $282K | Hold |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $222K | Hold |
|
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|
2022
Q1 | $234K | Sell |
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|
2021
Q4 | $211K | Sell |
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|
2021
Q3 | $225K | Buy |
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|
2021
Q2 | $218K | Hold |
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|
2021
Q1 | $207K | Hold |
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|
2020
Q4 | $177K | Sell |
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|
2020
Q3 | $139K | Hold |
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|
2020
Q2 | $193K | Hold |
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|
2020
Q1 | $144K | Sell |
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|
2019
Q4 | $375K | Sell |
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|
2019
Q3 | $359K | Sell |
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|
2019
Q2 | $332K | Sell |
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|
2019
Q1 | $357K | Sell |
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|
2018
Q4 | $344K | Buy |
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|
2018
Q3 | $385K | Sell |
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|
2018
Q2 | $407K | Sell |
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|
2018
Q1 | $362K | Sell |
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|
2017
Q4 | $395K | Hold |
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|
2017
Q3 | $357K | Hold |
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|
2017
Q2 | $323K | Hold |
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|
2017
Q1 | $309K | Sell |
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|
2016
Q4 | $346K | Buy |
|