Richard C. Young & Co’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 | $11.7M | Buy |
98,248
+170
| +0.2% | +$20.3K | 1.16% | 38 |
|
|
2025
Q1 | $12.1M | Sell |
98,078
-5,639
| -5% | -$696K | 1.3% | 38 |
|
|
2024
Q4 | $11.8M | Sell |
103,717
-5,665
| -5% | -$645K | 1.29% | 36 |
|
|
2024
Q3 | $14.4M | Buy |
109,382
+944
| +0.9% | +$124K | 1.57% | 31 |
|
|
2024
Q2 | $15.3M | Buy |
108,438
+1,902
| +2% | +$269K | 1.86% | 21 |
|
|
2024
Q1 | $17.4M | Sell |
106,536
-641
| -0.6% | -$105K | 2.18% | 12 |
|
|
2023
Q4 | $14.3M | Buy |
107,177
+3,246
| +3% | +$432K | 1.91% | 16 |
|
|
2023
Q3 | $12.5M | Buy |
103,931
+762
| +0.7% | +$91.6K | 1.78% | 24 |
|
|
2023
Q2 | $9.84M | Buy |
103,169
+2,782
| +3% | +$265K | 1.35% | 37 |
|
|
2023
Q1 | $10.2M | Sell |
100,387
-120
| -0.1% | -$12.2K | 1.4% | 35 |
|
|
2022
Q4 | $10.5M | Buy |
100,507
+95
| +0.1% | +$9.89K | 1.39% | 35 |
|
|
2022
Q3 | $8.11M | Buy |
100,412
+612
| +0.6% | +$49.4K | 1.24% | 39 |
|
|
2022
Q2 | $8.18M | Buy |
99,800
+2,085
| +2% | +$171K | 1.06% | 44 |
|
|
2022
Q1 | $8.44M | Buy |
97,715
+3,851
| +4% | +$333K | 1.08% | 44 |
|
|
2021
Q4 | $6.8M | Buy |
93,864
+3,560
| +4% | +$258K | 0.86% | 52 |
|
|
2021
Q3 | $6.32M | Buy |
90,304
+2,209
| +3% | +$155K | 0.87% | 51 |
|
|
2021
Q2 | $7.56M | Buy |
88,095
+6,381
| +8% | +$548K | 0.96% | 47 |
|
|
2021
Q1 | $6.66M | Buy |
81,714
+7,500
| +10% | +$612K | 0.89% | 50 |
|
|
2020
Q4 | $5.19M | Buy |
74,214
+7,765
| +12% | +$543K | 0.79% | 53 |
|
|
2020
Q3 | $3.45M | Buy |
66,449
+14,673
| +28% | +$761K | 0.56% | 56 |
|
|
2020
Q2 | $3.72M | Buy |
51,776
+5,771
| +13% | +$415K | 0.62% | 56 |
|
|
2020
Q1 | $2.47M | Sell |
46,005
-17,232
| -27% | -$924K | 0.48% | 56 |
|
|
2019
Q4 | $7.05M | Buy |
63,237
+5,539
| +10% | +$617K | 1.17% | 44 |
|
|
2019
Q3 | $5.91M | Buy |
57,698
+3,441
| +6% | +$352K | 1.06% | 43 |
|
|
2019
Q2 | $5.08M | Buy |
54,257
+3,736
| +7% | +$349K | 0.96% | 45 |
|
|
2019
Q1 | $4.81M | Buy |
+50,521
| New | +$4.81M | 0.92% | 49 |
|