Weik Capital 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
Q2 | $240K | Sell |
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|
2025
Q1 | $262K | Sell |
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|
2024
Q4 | $259K | Hold |
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|
2024
Q3 | $298K | Sell |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $420K | Sell |
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|
2023
Q4 | $419K | Sell |
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|
2023
Q3 | $383K | Sell |
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|
2023
Q2 | $403K | Hold |
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|
2023
Q1 | $428K | Hold |
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|
2022
Q4 | $439K | Sell |
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|
2022
Q3 | $371K | Sell |
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|
2022
Q2 | $405K | Hold |
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|
2022
Q1 | $427K | Sell |
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|
2021
Q4 | $405K | Sell |
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|
2021
Q3 | $595K | Sell |
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|
2021
Q2 | $899K | Sell |
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|
2021
Q1 | $864K | Buy |
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|
2020
Q4 | $739K | Sell |
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|
2020
Q3 | $577K | Sell |
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|
2020
Q2 | $836K | Sell |
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|
2020
Q1 | $669K | Buy |
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|
2019
Q4 | $1.3M | Sell |
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|
2019
Q3 | $1.27M | Sell |
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|
2019
Q2 | $1.18M | Sell |
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|
2019
Q1 | $1.23M | Sell |
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|
2018
Q4 | $1.12M | Buy |
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|
2018
Q3 | $1.43M | Sell |
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|
2018
Q2 | $1.48M | Sell |
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|
2018
Q1 | $1.3M | Sell |
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|
2017
Q4 | $1.38M | Hold |
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|
2017
Q3 | $1.25M | Buy |
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|
2017
Q2 | $1M | Buy |
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|
2017
Q1 | $897K | Buy |
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|
2016
Q4 | $869K | Buy |
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|
2016
Q3 | $708K | Buy |
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|
2016
Q2 | $573K | Buy |
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