Wedgewood Investors’s Phillips 66 PSX Stock Holding History

Wedgewood Investors’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$456K	Hold
2025 Q2	$400K	Hold
2025 Q1	$414K	Hold
2024 Q4	$382K	Sell
2024 Q3	$447K	Hold
2024 Q2	$480K	Buy
2023 Q4	$453K	Hold
2023 Q3	$409K	Sell
2023 Q2	$343K	Sell
2023 Q1	$375K	Sell
2022 Q4	$406K	Hold
2022 Q3	$315K	Hold
2022 Q2	$320K	Hold
2022 Q1	$337K	Hold
2021 Q4	$283K	Hold
2021 Q3	$273K	Hold
2021 Q2	$335K	Hold
2021 Q1	$318K	Sell
2020 Q4	$290K	Sell
2020 Q3	$218K	Hold
2020 Q2	$302K	Hold
2020 Q1	$225K	Sell
2019 Q4	$507K	Sell
2019 Q3	$471K	Hold
2019 Q2	$430K	Hold
2019 Q1	$438K	Hold
2018 Q4	$396K	Hold
2018 Q3	$518K	Sell
2018 Q2	$522K	Sell
2018 Q1	$450K	Hold
2017 Q4	$474K	Hold
2017 Q3	$430K	Hold
2017 Q2	$388K	Sell
2017 Q1	$373K	Sell
2016 Q4	$425K	Hold
2016 Q3	$396K	Hold
2016 Q2	$390K	Hold
2016 Q1	$426K	Hold
2015 Q4	$402K	Hold
2015 Q3	$378K	Hold
2015 Q2	$396K	Hold
2015 Q1	$386K	Sell
2014 Q4	$370K	Hold
2014 Q3	$420K	Hold
2014 Q2	$415K	Hold
2014 Q1	$398K	Hold
2013 Q4	$398K	Hold
2013 Q3	$299K	Hold
2013 Q2	$304K	Buy