Van Hulzen Asset 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 | $924K | Buy |
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|
2025
Q1 | $953K | Buy |
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|
2024
Q4 | $879K | Buy |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $938K | Buy |
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|
2023
Q2 | $641K | Sell |
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|
2023
Q1 | $689K | Buy |
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|
2022
Q4 | $699K | Buy |
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|
2022
Q3 | $542K | Hold |
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|
2022
Q2 | $551K | Hold |
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|
2022
Q1 | $580K | Hold |
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|
2021
Q4 | $487K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $221K | Hold |
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|
2019
Q3 | $203K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $233K | Hold |
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|
2018
Q4 | $211K | Sell |
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|
2018
Q3 | $298K | Buy |
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|
2018
Q2 | $211K | Sell |
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|
2018
Q1 | $353K | Buy |
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