Loudon 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
Q3 | $208K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $201K | Hold |
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|
2024
Q2 | $216K | Hold |
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $259K | Hold |
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|
2019
Q3 | $238K | Hold |
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|
2019
Q2 | $218K | Hold |
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|
2019
Q1 | $221K | Hold |
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|
2018
Q4 | $200K | Hold |
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|
2018
Q3 | $262K | Hold |
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|
2018
Q2 | $261K | Hold |
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|
2018
Q1 | $223K | Hold |
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|
2017
Q4 | $235K | Hold |
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|
2017
Q3 | $213K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $201K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $201K | Sell |
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|
2015
Q4 | $225K | Hold |
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|
2015
Q3 | $211K | Sell |
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|
2015
Q2 | $223K | Sell |
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|
2015
Q1 | $252K | Buy |
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|
2014
Q4 | $228K | Hold |
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|
2014
Q3 | $258K | Hold |
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|
2014
Q2 | $256K | Hold |
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|
2014
Q1 | $245K | Sell |
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|
2013
Q4 | $675K | Buy |
|