Texas Yale Capital Corp’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 | $4.77M | Sell |
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|
2025
Q1 | $5.03M | Sell |
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|
2024
Q4 | $5.81M | Buy |
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|
2024
Q3 | $6.68M | Buy |
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|
2024
Q2 | $5.87M | Hold |
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|
2024
Q1 | $6.8M | Hold |
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|
2023
Q4 | $5.54M | Hold |
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|
2023
Q3 | $5M | Hold |
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|
2023
Q2 | $3.97M | Hold |
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|
2023
Q1 | $4.22M | Sell |
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|
2022
Q4 | $4.33M | Hold |
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|
2022
Q3 | $3.36M | Sell |
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|
2022
Q2 | $3.44M | Buy |
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|
2022
Q1 | $3.6M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.11M | Sell |
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|
2020
Q1 | $1.2M | Sell |
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|
2019
Q4 | $2.51M | Hold |
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|
2019
Q3 | $2.31M | Hold |
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|
2019
Q2 | $2.11M | Sell |
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|
2019
Q1 | $4.29M | Buy |
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|
2018
Q4 | $1.94M | Hold |
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|
2018
Q3 | $2.54M | Hold |
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|
2018
Q2 | $2.53M | Hold |
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|
2018
Q1 | $2.16M | Hold |
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|
2017
Q4 | $2.28M | Hold |
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|
2017
Q3 | $2.07M | Hold |
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|
2017
Q2 | $1.86M | Hold |
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|
2017
Q1 | $1.79M | Sell |
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|
2016
Q4 | $2M | Hold |
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|
2016
Q3 | $1.87M | Sell |
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|
2016
Q2 | $1.89M | Hold |
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|
2016
Q1 | $2.06M | Sell |
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|
2015
Q4 | $2.01M | Hold |
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|
2015
Q3 | $1.89M | Hold |
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|
2015
Q2 | $1.98M | Buy |
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|
2015
Q1 | $1.39M | Hold |
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|
2014
Q4 | $1.27M | Buy |
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|
2014
Q3 | $962K | Buy |
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|
2014
Q2 | $891K | Hold |
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|
2014
Q1 | $854K | Sell |
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|
2013
Q4 | $861K | Hold |
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|
2013
Q3 | $645K | Buy |
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|
2013
Q2 | $241K | Buy |
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