Liberty Capital Management’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 | $331K | Hold |
2,772
| – | – | 0.07% | 133 |
|
|
2025
Q1 | $342K | Buy |
2,772
+154
| +6% | +$19K | 0.08% | 126 |
|
|
2024
Q4 | $298K | Hold |
2,618
| – | – | 0.07% | 128 |
|
|
2024
Q3 | $344K | Hold |
2,618
| – | – | 0.08% | 122 |
|
|
2024
Q2 | $370K | Buy |
2,618
+316
| +14% | +$44.6K | 0.09% | 118 |
|
|
2024
Q1 | $376K | Hold |
2,302
| – | – | 0.09% | 118 |
|
|
2023
Q4 | $306K | Hold |
2,302
| – | – | 0.08% | 125 |
|
|
2023
Q3 | $277K | Hold |
2,302
| – | – | 0.08% | 125 |
|
|
2023
Q2 | $220K | Hold |
2,302
| – | – | 0.07% | 136 |
|
|
2023
Q1 | $233K | Hold |
2,302
| – | – | 0.08% | 121 |
|
|
2022
Q4 | $240K | Buy |
+2,302
| New | +$240K | 0.08% | 124 |
|
|
2020
Q1 | – | Sell |
-2,302
| Closed | -$256K | – | 116 |
|
|
2019
Q4 | $256K | Hold |
2,302
| – | – | 0.11% | 113 |
|
|
2019
Q3 | $236K | Hold |
2,302
| – | – | 0.1% | 113 |
|
|
2019
Q2 | $215K | Hold |
2,302
| – | – | 0.1% | 118 |
|
|
2019
Q1 | $219K | Buy |
+2,302
| New | +$219K | 0.11% | 104 |
|
|
2018
Q4 | – | Sell |
-2,302
| Closed | -$259K | – | 103 |
|
|
2018
Q3 | $259K | Hold |
2,302
| – | – | 0.14% | 95 |
|
|
2018
Q2 | $259K | Hold |
2,302
| – | – | 0.15% | 94 |
|
|
2018
Q1 | $221K | Hold |
2,302
| – | – | 0.13% | 102 |
|
|
2017
Q4 | $242K | Hold |
2,302
| – | – | 0.13% | 104 |
|
|
2017
Q3 | $209K | Hold |
2,302
| – | – | 0.11% | 115 |
|
|
2017
Q2 | $190K | Buy |
+2,302
| New | +$190K | 0.12% | 113 |
|