Vestor Capital’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Buy |
10,018
+8,133
| +431% | +$88.5K | 0.01% | 183 |
|
|
2025
Q1 | $233K | Sell |
1,885
-331
| -15% | -$40.9K | 0.02% | 127 |
|
|
2024
Q4 | $252K | Buy |
2,216
+331
| +18% | +$37.6K | 0.02% | 141 |
|
|
2024
Q3 | $248K | Sell |
1,885
-101
| -5% | -$13.3K | 0.02% | 116 |
|
|
2024
Q2 | $280K | Buy |
1,986
+75
| +4% | +$10.6K | 0.02% | 105 |
|
|
2024
Q1 | $312K | Buy |
1,911
+200
| +12% | +$32.7K | 0.03% | 115 |
|
|
2023
Q4 | $228K | Buy |
1,711
+64
| +4% | +$8.53K | 0.02% | 118 |
|
|
2023
Q3 | $198K | Sell |
1,647
-62
| -4% | -$7.45K | 0.02% | 129 |
|
|
2023
Q2 | $163K | Sell |
1,709
-18
| -1% | -$1.72K | 0.02% | 137 |
|
|
2023
Q1 | $175K | Buy |
1,727
+1
| +0.1% | +$101 | 0.02% | 138 |
|
|
2022
Q4 | $180K | Buy |
1,726
+11
| +0.6% | +$1.15K | 0.02% | 134 |
|
|
2022
Q3 | $138K | Hold |
1,715
| – | – | 0.02% | 131 |
|
|
2022
Q2 | $141K | Hold |
1,715
| – | – | 0.02% | 125 |
|
|
2022
Q1 | $148K | Hold |
1,715
| – | – | 0.01% | 130 |
|
|
2021
Q4 | $124K | Hold |
1,715
| – | – | 0.01% | 144 |
|
|
2021
Q3 | $120K | Hold |
1,715
| – | – | 0.01% | 142 |
|
|
2021
Q2 | $147K | Buy |
1,715
+105
| +7% | +$9K | 0.02% | 123 |
|
|
2021
Q1 | $131K | Hold |
1,610
| – | – | 0.02% | 128 |
|
|
2020
Q4 | $113K | Hold |
1,610
| – | – | 0.01% | 126 |
|
|
2020
Q3 | $83K | Buy |
+1,610
| New | +$83K | 0.01% | 109 |
|
|
2020
Q1 | $91K | Sell |
1,705
-102,883
| -98% | -$5.49M | 0.02% | 103 |
|
|
2019
Q4 | $11.7M | Buy |
104,588
+2,421
| +2% | +$270K | 1.77% | 20 |
|
|
2019
Q3 | $10.5M | Sell |
102,167
-7,747
| -7% | -$793K | 1.77% | 25 |
|
|
2019
Q2 | $10.3M | Buy |
109,914
+2,341
| +2% | +$219K | 1.81% | 24 |
|
|
2019
Q1 | $10.2M | Buy |
107,573
+56,546
| +111% | +$5.38M | 1.87% | 23 |
|
|
2018
Q4 | $4.4M | Buy |
51,027
+3,817
| +8% | +$329K | 0.96% | 37 |
|
|
2018
Q3 | $5.32M | Sell |
47,210
-3,087
| -6% | -$348K | 1.03% | 37 |
|
|
2018
Q2 | $5.65M | Sell |
50,297
-1,460
| -3% | -$164K | 1.15% | 32 |
|
|
2018
Q1 | $4.97M | Buy |
51,757
+7,193
| +16% | +$690K | 1.03% | 40 |
|
|
2017
Q4 | $4.51M | Sell |
44,564
-850
| -2% | -$86K | 0.97% | 42 |
|
|
2017
Q3 | $4.16M | Sell |
45,414
-39,481
| -47% | -$3.62M | 0.93% | 42 |
|
|
2017
Q2 | $7.02M | Buy |
84,895
+770
| +0.9% | +$63.7K | 1.71% | 26 |
|
|
2017
Q1 | $6.66M | Sell |
84,125
-21,260
| -20% | -$1.68M | 1.45% | 28 |
|
|
2016
Q4 | $9.11M | Sell |
105,385
-265
| -0.3% | -$22.9K | 2.42% | 13 |
|
|
2016
Q3 | $8.51M | Buy |
105,650
+1,625
| +2% | +$131K | 2.32% | 17 |
|
|
2016
Q2 | $8.25M | Buy |
104,025
+2,200
| +2% | +$175K | 2.34% | 14 |
|
|
2016
Q1 | $8.82M | Buy |
101,825
+562
| +0.6% | +$48.7K | 2.57% | 11 |
|
|
2015
Q4 | $8.28M | Sell |
101,263
-209
| -0.2% | -$17.1K | 2.44% | 13 |
|
|
2015
Q3 | $7.8M | Buy |
101,472
+71
| +0.1% | +$5.46K | 2.48% | 11 |
|
|
2015
Q2 | $8.17M | Sell |
101,401
-1,070
| -1% | -$86.2K | 2.45% | 12 |
|
|
2015
Q1 | $8.05M | Buy |
102,471
+2,680
| +3% | +$211K | 2.69% | 12 |
|
|
2014
Q4 | $7.16M | Buy |
99,791
+99,195
| +16,643% | +$7.11M | 2.09% | 17 |
|
|
2014
Q3 | $48K | Buy |
+596
| New | +$48K | 0.02% | 85 |
|
|
2014
Q1 | – | Sell |
-9,507
| Closed | -$733K | – | 72 |
|
|
2013
Q4 | $733K | Sell |
9,507
-587
| -6% | -$45.3K | 0.27% | 62 |
|
|
2013
Q3 | $584K | Buy |
10,094
+5,748
| +132% | +$333K | 0.24% | 62 |
|
|
2013
Q2 | $256K | Buy |
+4,346
| New | +$256K | 0.11% | 60 |
|