Schnieders 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
Q2 | $419K | Sell |
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|
2025
Q1 | $458K | Hold |
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|
2024
Q4 | $423K | Hold |
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|
2024
Q3 | $488K | Sell |
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|
2024
Q2 | $714K | Hold |
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|
2024
Q1 | $826K | Hold |
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|
2023
Q4 | $673K | Hold |
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|
2023
Q3 | $608K | Hold |
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|
2023
Q2 | $482K | Hold |
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|
2023
Q1 | $513K | Hold |
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|
2022
Q4 | $526K | Buy |
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|
2022
Q3 | $207K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $200K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $347K | Hold |
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|
2019
Q3 | $319K | Hold |
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|
2019
Q2 | $291K | Buy |
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|
2019
Q1 | $293K | Hold |
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|
2018
Q4 | $265K | Hold |
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|
2018
Q3 | $348K | Sell |
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|
2018
Q2 | $352K | Hold |
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|
2018
Q1 | $301K | Sell |
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|
2017
Q4 | $337K | Sell |
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|
2017
Q3 | $379K | Sell |
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|
2017
Q2 | $424K | Hold |
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|
2017
Q1 | $407K | Hold |
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|
2016
Q4 | $444K | Hold |
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|
2016
Q3 | $413K | Hold |
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|
2016
Q2 | $407K | Hold |
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|
2016
Q1 | $444K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $241K | Buy |
|