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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$400K	Hold	3,350	–	–	0.46%	56
2025 Q1	$414K	Hold	3,350	–	–	0.49%	55
2024 Q4	$382K	Sell	3,350 -50	-1%	-$5.7K	0.45%	57
2024 Q3	$447K	Hold	3,400	–	–	0.49%	53
2024 Q2	$480K	Buy	+3,400	New	+$480K	0.57%	49
2023 Q4	$453K	Hold	3,400	–	–	0.56%	53
2023 Q3	$409K	Sell	3,400 -200	-6%	-$24K	0.55%	55
2023 Q2	$343K	Sell	3,600 -99	-3%	-$9.44K	0.44%	68
2023 Q1	$375K	Sell	3,699 -200	-5%	-$20.3K	0.49%	62
2022 Q4	$406K	Hold	3,899	–	–	0.53%	57
2022 Q3	$315K	Hold	3,899	–	–	0.48%	58
2022 Q2	$320K	Hold	3,899	–	–	0.45%	61
2022 Q1	$337K	Hold	3,899	–	–	0.41%	72
2021 Q4	$283K	Hold	3,899	–	–	0.33%	80
2021 Q3	$273K	Hold	3,899	–	–	0.35%	75
2021 Q2	$335K	Hold	3,899	–	–	0.42%	67
2021 Q1	$318K	Sell	3,899 -250	-6%	-$20.4K	0.4%	68
2020 Q4	$290K	Sell	4,149 -50	-1%	-$3.5K	0.38%	73
2020 Q3	$218K	Hold	4,199	–	–	0.33%	78
2020 Q2	$302K	Hold	4,199	–	–	0.49%	59
2020 Q1	$225K	Sell	4,199 -350	-8%	-$18.8K	0.43%	67
2019 Q4	$507K	Sell	4,549 -50	-1%	-$5.57K	0.72%	43
2019 Q3	$471K	Hold	4,599	–	–	0.7%	43
2019 Q2	$430K	Hold	4,599	–	–	0.62%	45
2019 Q1	$438K	Hold	4,599	–	–	0.68%	44
2018 Q4	$396K	Hold	4,599	–	–	0.72%	44
2018 Q3	$518K	Sell	4,599 -50	-1%	-$5.63K	0.82%	42
2018 Q2	$522K	Sell	4,649 -40	-0.9%	-$4.49K	0.89%	38
2018 Q1	$450K	Hold	4,689	–	–	0.38%	62
2017 Q4	$474K	Hold	4,689	–	–	0.39%	60
2017 Q3	$430K	Hold	4,689	–	–	0.36%	63
2017 Q2	$388K	Sell	4,689 -25	-0.5%	-$2.07K	0.33%	69
2017 Q1	$373K	Sell	4,714 -200	-4%	-$15.8K	0.33%	68
2016 Q4	$425K	Hold	4,914	–	–	0.39%	57
2016 Q3	$396K	Hold	4,914	–	–	0.37%	61
2016 Q2	$390K	Hold	4,914	–	–	0.37%	61
2016 Q1	$426K	Hold	4,914	–	–	0.43%	55
2015 Q4	$402K	Hold	4,914	–	–	0.41%	57
2015 Q3	$378K	Hold	4,914	–	–	0.39%	60
2015 Q2	$396K	Hold	4,914	–	–	0.38%	63
2015 Q1	$386K	Sell	4,914 -250	-5%	-$19.6K	0.38%	69
2014 Q4	$370K	Hold	5,164	–	–	0.37%	69
2014 Q3	$420K	Hold	5,164	–	–	0.43%	58
2014 Q2	$415K	Hold	5,164	–	–	0.43%	62
2014 Q1	$398K	Hold	5,164	–	–	0.43%	63
2013 Q4	$398K	Hold	5,164	–	–	0.45%	64
2013 Q3	$299K	Hold	5,164	–	–	0.35%	79
2013 Q2	$304K	Buy	+5,164	New	+$304K	0.39%	71