Vigilant Capital Management’s Phillips 66 PSX Stock Holding History

Vigilant Capital Management’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	$67K	Hold	700	–	–	0.01%	252
2023 Q1	$71K	Hold	700	–	–	0.01%	235
2022 Q4	$73K	Hold	700	–	–	0.01%	240
2022 Q3	$57K	Hold	700	–	–	0.01%	273
2022 Q2	$57K	Hold	700	–	–	﹤0.01%	260
2022 Q1	$60K	Hold	700	–	–	﹤0.01%	270
2021 Q4	$51K	Sell	700 -42	-6%	-$3.06K	﹤0.01%	314
2021 Q3	$52K	Buy	742 +42	+6%	+$2.94K	﹤0.01%	265
2021 Q2	$60K	Hold	700	–	–	﹤0.01%	248
2021 Q1	$57K	Buy	+700	New	+$57K	0.01%	231
2020 Q3	–	Sell	-1,725	Closed	-$124K	–	370
2020 Q2	$124K	Buy	+1,725	New	+$124K	0.02%	157
2020 Q1	–	Sell	-113	Closed	-$13K	–	412
2019 Q4	$13K	Hold	113	–	–	﹤0.01%	411
2019 Q3	$12K	Sell	113 -70	-38%	-$7.43K	﹤0.01%	338
2019 Q2	$17K	Hold	183	–	–	﹤0.01%	329
2019 Q1	$17K	Sell	183 -250	-58%	-$23.2K	﹤0.01%	338
2018 Q4	$37K	Sell	433 -117	-21%	-$10K	0.01%	276
2018 Q3	$62K	Hold	550	–	–	0.01%	252
2018 Q2	$62K	Sell	550 -310	-36%	-$34.9K	0.01%	233
2018 Q1	$82K	Buy	860 +605	+237%	+$57.7K	0.01%	181
2017 Q4	$26K	Buy	255 +5	+2%	+$510	﹤0.01%	286
2017 Q3	$23K	Hold	250	–	–	﹤0.01%	235
2017 Q2	$21K	Hold	250	–	–	﹤0.01%	214
2017 Q1	$20K	Sell	250 -809	-76%	-$64.7K	﹤0.01%	223
2016 Q4	$92K	Sell	1,059 -70	-6%	-$6.08K	0.02%	137
2016 Q3	$91K	Sell	1,129 -28	-2%	-$2.26K	0.02%	141
2016 Q2	$92K	Buy	1,157 +29	+3%	+$2.31K	0.02%	131
2016 Q1	$98K	Sell	1,128 -125	-10%	-$10.9K	0.02%	116
2015 Q4	$102K	Sell	1,253 -225	-15%	-$18.3K	0.02%	128
2015 Q3	$114K	Hold	1,478	–	–	0.02%	119
2015 Q2	$119K	Sell	1,478 -50	-3%	-$4.03K	0.02%	129
2015 Q1	$120K	Sell	1,528 -325	-18%	-$25.5K	0.02%	128
2014 Q4	$133K	Sell	1,853 -73	-4%	-$5.24K	0.03%	132
2014 Q3	$157K	Buy	1,926 +7	+0.4%	+$571	0.03%	100
2014 Q2	$154K	Buy	1,919 +250	+15%	+$20.1K	0.03%	92
2014 Q1	$129K	Hold	1,669	–	–	0.03%	105
2013 Q4	$129K	Sell	1,669 -118	-7%	-$9.12K	0.03%	106
2013 Q3	$103K	Hold	1,787	–	–	0.03%	99
2013 Q2	$105K	Buy	+1,787	New	+$105K	0.03%	101