Shelton 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
Q3 | $1.57M | Sell |
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|
2025
Q2 | $1.38M | Sell |
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|
2025
Q1 | $1.44M | Sell |
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|
2024
Q4 | $1.54M | Buy |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $1.84M | Sell |
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|
2024
Q1 | $2.18M | Sell |
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|
2023
Q4 | $2.77M | Buy |
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|
2023
Q3 | $2.29M | Sell |
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|
2023
Q2 | $1.97M | Buy |
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|
2023
Q1 | $2M | Buy |
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|
2022
Q4 | $297K | Sell |
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|
2022
Q3 | $1.95M | Sell |
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|
2022
Q2 | $2.23M | Buy |
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|
2022
Q1 | $2.32M | Buy |
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|
2021
Q4 | $1.94M | Buy |
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|
2021
Q3 | $1.85M | Sell |
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|
2021
Q2 | $4.23M | Sell |
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|
2021
Q1 | $7.39M | Buy |
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|
2020
Q4 | $1.65M | Buy |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $3.61M | Sell |
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|
2020
Q1 | $2.77M | Buy |
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|
2019
Q4 | $5.14M | Buy |
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|
2019
Q3 | $2.59M | Buy |
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|
2019
Q2 | $2.3M | Buy |
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|
2019
Q1 | $24.2K | Sell |
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|
2018
Q4 | $2.03M | Hold |
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|
2018
Q3 | $2.65M | Sell |
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|
2018
Q2 | $2.87M | Sell |
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|
2018
Q1 | $2.8M | Sell |
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|
2017
Q4 | $3.11M | Hold |
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|
2017
Q3 | $2.82M | Sell |
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|
2017
Q2 | $2.62M | Sell |
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|
2017
Q1 | $2.69M | Buy |
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|
2016
Q4 | $2.67M | Sell |
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|
2016
Q3 | $3.35M | Sell |
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|
2016
Q2 | $3.79M | Buy |
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|
2016
Q1 | $3.26M | Buy |
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|
2015
Q4 | $2.75M | Buy |
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|
2015
Q3 | $2.32M | Buy |
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|
2015
Q2 | $1.63M | Sell |
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|
2015
Q1 | $1.62M | Buy |
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|
2014
Q4 | $490K | Sell |
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|
2014
Q3 | $612K | Buy |
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|
2014
Q2 | $467K | Hold |
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|
2014
Q1 | $448K | Sell |
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|
2013
Q4 | $857K | Buy |
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|
2013
Q3 | $336K | Sell |
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|
2013
Q2 | $357K | Buy |
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