Roble Belko & Company’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 | $13K | Sell |
111
-14
| -11% | -$1.64K | ﹤0.01% | 251 |
|
|
2025
Q1 | $15K | Buy |
125
+15
| +14% | +$1.8K | ﹤0.01% | 237 |
|
|
2024
Q4 | $13K | Hold |
110
| – | – | ﹤0.01% | 232 |
|
|
2024
Q3 | $14K | Hold |
110
| – | – | ﹤0.01% | 224 |
|
|
2024
Q2 | $16K | Hold |
110
| – | – | ﹤0.01% | 219 |
|
|
2024
Q1 | $18K | Sell |
110
-52
| -32% | -$8.51K | ﹤0.01% | 220 |
|
|
2023
Q4 | $22K | Hold |
162
| – | – | ﹤0.01% | 196 |
|
|
2023
Q3 | $19K | Hold |
162
| – | – | ﹤0.01% | 186 |
|
|
2023
Q2 | $15K | Buy |
162
+52
| +47% | +$4.82K | ﹤0.01% | 198 |
|
|
2023
Q1 | $11K | Hold |
110
| – | – | ﹤0.01% | 224 |
|
|
2022
Q4 | $11K | Hold |
110
| – | – | ﹤0.01% | 250 |
|
|
2022
Q3 | $9K | Hold |
110
| – | – | ﹤0.01% | 249 |
|
|
2022
Q2 | $9K | Hold |
110
| – | – | ﹤0.01% | 246 |
|
|
2022
Q1 | $10K | Sell |
110
-32
| -23% | -$2.91K | ﹤0.01% | 291 |
|
|
2021
Q4 | $10K | Hold |
142
| – | – | ﹤0.01% | 262 |
|
|
2021
Q3 | $10K | Hold |
142
| – | – | ﹤0.01% | 242 |
|
|
2021
Q2 | $12K | Hold |
142
| – | – | ﹤0.01% | 252 |
|
|
2021
Q1 | $12K | Hold |
142
| – | – | ﹤0.01% | 243 |
|
|
2020
Q4 | $10K | Hold |
142
| – | – | ﹤0.01% | 242 |
|
|
2020
Q3 | $7K | Buy |
142
+32
| +29% | +$1.58K | ﹤0.01% | 254 |
|
|
2020
Q2 | $8K | Hold |
110
| – | – | ﹤0.01% | 266 |
|
|
2020
Q1 | $6K | Hold |
110
| – | – | ﹤0.01% | 279 |
|
|
2019
Q4 | $12K | Hold |
110
| – | – | ﹤0.01% | 252 |
|
|
2019
Q3 | $11K | Hold |
110
| – | – | ﹤0.01% | 254 |
|
|
2019
Q2 | $10K | Hold |
110
| – | – | ﹤0.01% | 259 |
|
|
2019
Q1 | $10K | Buy |
110
+90
| +450% | +$8.18K | ﹤0.01% | 226 |
|
|
2018
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 292 |
|
|
2018
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 299 |
|
|
2018
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 305 |
|
|
2018
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 310 |
|