Poehling 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
Q3 | $1.26M | Sell |
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|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $780K | Sell |
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|
2024
Q4 | $724K | Sell |
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|
2024
Q3 | $836K | Buy |
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|
2024
Q2 | $429K | Hold |
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|
2024
Q1 | $496K | Buy |
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|
2023
Q4 | $404K | Sell |
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|
2023
Q3 | $368K | Hold |
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|
2023
Q2 | $292K | Hold |
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|
2023
Q1 | $311K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.29M | Buy |
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|
2021
Q4 | $1.92M | Sell |
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|
2021
Q3 | $1.87M | Buy |
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|
2021
Q2 | $2.27M | Sell |
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|
2021
Q1 | $2.21M | Sell |
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|
2020
Q4 | $2.02M | Buy |
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|
2020
Q3 | $799K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.18M | Buy |
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|
2019
Q4 | $580K | Sell |
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|
2019
Q3 | $546K | Buy |
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|
2019
Q2 | $498K | Buy |
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|
2019
Q1 | $502K | Sell |
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|
2018
Q4 | $456K | Sell |
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|
2018
Q3 | $630K | Buy |
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|
2018
Q2 | $467K | Sell |
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|
2018
Q1 | $541K | Sell |
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|
2017
Q4 | $586K | Buy |
|