Weatherly 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
Q3 | $718K | Sell |
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|
2025
Q2 | $640K | Hold |
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|
2025
Q1 | $662K | Buy |
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|
2024
Q4 | $585K | Sell |
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|
2024
Q3 | $676K | Buy |
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|
2024
Q2 | $705K | Sell |
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|
2024
Q1 | $828K | Sell |
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|
2023
Q4 | $676K | Sell |
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|
2023
Q3 | $614K | Sell |
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|
2023
Q2 | $525K | Sell |
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|
2023
Q1 | $565K | Sell |
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|
2022
Q4 | $589K | Sell |
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|
2022
Q3 | $459K | Sell |
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|
2022
Q2 | $472K | Sell |
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|
2022
Q1 | $549K | Sell |
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|
2021
Q4 | $473K | Sell |
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|
2021
Q3 | $459K | Sell |
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|
2021
Q2 | $589K | Sell |
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|
2021
Q1 | $562K | Buy |
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|
2020
Q4 | $453K | Sell |
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|
2020
Q3 | $354K | Sell |
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|
2020
Q2 | $510K | Sell |
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|
2020
Q1 | $383K | Sell |
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|
2019
Q4 | $824K | Sell |
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|
2019
Q3 | $777K | Sell |
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|
2019
Q2 | $735K | Sell |
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|
2019
Q1 | $748K | Sell |
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|
2018
Q4 | $708K | Sell |
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|
2018
Q3 | $944K | Sell |
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|
2018
Q2 | $963K | Sell |
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|
2018
Q1 | $836K | Buy |
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|
2017
Q4 | $868K | Sell |
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|
2017
Q3 | $788K | Sell |
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|
2017
Q2 | $716K | Sell |
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|
2017
Q1 | $690K | Sell |
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|
2016
Q4 | $765K | Hold |
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|
2016
Q3 | $713K | Sell |
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|
2016
Q2 | $704K | Sell |
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|
2016
Q1 | $778K | Buy |
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|
2015
Q4 | $710K | Buy |
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|
2015
Q3 | $663K | Sell |
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|
2015
Q2 | $709K | Sell |
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|
2015
Q1 | $697K | Buy |
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|
2014
Q4 | $600K | Buy |
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|
2014
Q3 | $657K | Buy |
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|
2014
Q2 | $643K | Sell |
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|
2014
Q1 | $621K | Sell |
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|
2013
Q4 | $645K | Buy |
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|
2013
Q3 | $477K | Sell |
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|
2013
Q2 | $496K | Buy |
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