Roundview Capital’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 | $463K | Buy |
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|
2025
Q2 | $394K | Hold |
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|
2025
Q1 | $407K | Sell |
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|
2024
Q4 | $415K | Hold |
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|
2024
Q3 | $478K | Buy |
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|
2024
Q2 | $484K | Sell |
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|
2024
Q1 | $640K | Hold |
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|
2023
Q4 | $522K | Sell |
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|
2023
Q3 | $477K | Sell |
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|
2023
Q2 | $379K | Hold |
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|
2023
Q1 | $403K | Hold |
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|
2022
Q4 | $414K | Buy |
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|
2022
Q3 | $299K | Buy |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | $279K | Buy |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $410K | Buy |
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|
2021
Q1 | $357K | Sell |
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|
2020
Q4 | $316K | Sell |
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|
2020
Q3 | $609K | Sell |
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|
2020
Q2 | $1.1M | Buy |
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|
2020
Q1 | $542K | Sell |
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|
2019
Q4 | $1.98M | Buy |
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|
2019
Q3 | $1.16M | Buy |
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|
2019
Q2 | $1.02M | Sell |
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|
2019
Q1 | $1.1M | Hold |
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|
2018
Q4 | $997K | Buy |
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|
2018
Q3 | $1.23M | Buy |
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|
2018
Q2 | $1.2M | Buy |
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|
2018
Q1 | $1.02M | Buy |
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|
2017
Q4 | $1.05M | Buy |
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|
2017
Q3 | $950K | Sell |
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|
2017
Q2 | $2.4M | Sell |
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|
2017
Q1 | $2.31M | Buy |
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|
2016
Q4 | $2.5M | Buy |
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|
2016
Q3 | $2.28M | Buy |
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|
2016
Q2 | $1.98M | Sell |
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|
2016
Q1 | $2.17M | Buy |
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|
2015
Q4 | $362K | Hold |
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|
2015
Q3 | $340K | Buy |
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|
2015
Q2 | $355K | Hold |
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|
2015
Q1 | $346K | Buy |
|