Tradewinds 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 | $4.06K | Sell |
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|
2025
Q1 | $128K | Hold |
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|
2024
Q4 | $118K | Sell |
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|
2024
Q3 | $174K | Buy |
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|
2024
Q2 | $187K | Buy |
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|
2024
Q1 | $52.3K | Buy |
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|
2023
Q4 | $42.4K | Buy |
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|
2023
Q3 | $38K | Buy |
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|
2023
Q2 | $29.9K | Buy |
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|
2023
Q1 | $31.5K | Sell |
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|
2022
Q4 | $45.1K | Buy |
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|
2022
Q3 | $25K | Buy |
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|
2022
Q2 | $25K | Sell |
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|
2022
Q1 | $39K | Buy |
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|
2021
Q4 | $33K | Buy |
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|
2021
Q3 | $32K | Sell |
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|
2021
Q2 | $66K | Buy |
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|
2021
Q1 | $58K | Sell |
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|
2020
Q4 | $56K | Sell |
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|
2020
Q3 | $74K | Sell |
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|
2020
Q2 | $110K | Buy |
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|
2020
Q1 | $76K | Buy |
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|
2019
Q4 | $102K | Buy |
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|
2019
Q3 | $29K | Hold |
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|
2019
Q2 | $27K | Hold |
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|
2019
Q1 | $27K | Hold |
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|
2018
Q4 | $24K | Hold |
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|
2018
Q3 | $32K | Hold |
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|
2018
Q2 | $32K | Hold |
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|
2018
Q1 | $27K | Hold |
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|
2017
Q4 | $29K | Hold |
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|
2017
Q3 | $26K | Hold |
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|
2017
Q2 | $23K | Hold |
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|
2017
Q1 | $22K | Sell |
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|
2016
Q4 | $40K | Hold |
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|
2016
Q3 | $38K | Buy |
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|
2016
Q2 | $28K | Sell |
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|
2016
Q1 | $32K | Sell |
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|
2015
Q4 | $42K | Buy |
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|
2015
Q3 | $37K | Buy |
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|
2015
Q2 | $38K | Buy |
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|
2015
Q1 | $28K | Sell |
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|
2014
Q4 | $39K | Buy |
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|
2014
Q3 | $28K | Hold |
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|
2014
Q2 | $28K | Sell |
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|
2014
Q1 | $27K | Hold |
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|
2013
Q4 | $27K | Buy |
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