Roof Eidam Maycock Peralta (REMP)’s Phillips 66 PSX Stock Holding History

Roof Eidam Maycock Peralta (REMP)’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$458K	Hold	3,843	–	–	0.11%	83
2025 Q1	$475K	Sell	3,843 -129	-3%	-$15.9K	0.13%	83
2024 Q4	$453K	Hold	3,972	–	–	0.12%	83
2024 Q3	$522K	Sell	3,972 -775	-16%	-$102K	0.13%	81
2024 Q2	$670K	Hold	4,747	–	–	0.18%	72
2024 Q1	$775K	Hold	4,747	–	–	0.21%	69
2023 Q4	$632K	Sell	4,747 -1,681	-26%	-$224K	0.19%	71
2023 Q3	$772K	Buy	6,428 +518	+9%	+$62.2K	0.25%	67
2023 Q2	$564K	Hold	5,910	–	–	0.19%	71
2023 Q1	$599K	Hold	5,910	–	–	0.22%	69
2022 Q4	$615K	Hold	5,910	–	–	0.22%	69
2022 Q3	$477K	Hold	5,910	–	–	0.18%	70
2022 Q2	$485K	Hold	5,910	–	–	0.18%	67
2022 Q1	$511K	Hold	5,910	–	–	0.17%	73
2021 Q4	$428K	Hold	5,910	–	–	0.14%	81
2021 Q3	$414K	Hold	5,910	–	–	0.15%	78
2021 Q2	$507K	Hold	5,910	–	–	0.19%	71
2021 Q1	$482K	Hold	5,910	–	–	0.19%	70
2020 Q4	$413K	Hold	5,910	–	–	0.16%	72
2020 Q3	$306K	Hold	5,910	–	–	0.12%	81
2020 Q2	$425K	Hold	5,910	–	–	0.16%	73
2020 Q1	$317K	Buy	5,910 +1,550	+36%	+$83.1K	0.13%	81
2019 Q4	$486K	Hold	4,360	–	–	0.19%	77
2019 Q3	$446K	Sell	4,360 -1,550	-26%	-$159K	0.18%	77
2019 Q2	$553K	Hold	5,910	–	–	0.23%	77
2019 Q1	$562K	Hold	5,910	–	–	0.22%	78
2018 Q4	$509K	Hold	5,910	–	–	0.25%	65
2018 Q3	$666K	Hold	5,910	–	–	0.3%	58
2018 Q2	$664K	Hold	5,910	–	–	0.31%	56
2018 Q1	$567K	Hold	5,910	–	–	0.27%	62
2017 Q4	$598K	Hold	5,910	–	–	0.29%	63
2017 Q3	$541K	Hold	5,910	–	–	0.28%	64
2017 Q2	$489K	Hold	5,910	–	–	0.25%	59
2017 Q1	$468K	Sell	5,910 -223	-4%	-$17.7K	0.24%	60
2016 Q4	$530K	Buy	6,133 +223	+4%	+$19.3K	0.28%	59
2016 Q3	$476K	Hold	5,910	–	–	0.22%	62
2016 Q2	$469K	Hold	5,910	–	–	0.25%	57
2016 Q1	$512K	Hold	5,910	–	–	0.36%	52
2015 Q4	$483K	Hold	5,910	–	–	0.38%	58
2015 Q3	$454K	Hold	5,910	–	–	0.43%	56
2015 Q2	$476K	Hold	5,910	–	–	0.39%	58
2015 Q1	$465K	Hold	5,910	–	–	0.38%	62
2014 Q4	$424K	Buy	+5,910	New	+$424K	0.36%	66