Welch Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
3,311
-195
| -6% | -$23.3K | 0.02% | 181 |
|
|
2025
Q1 | $427K | Buy |
3,506
+12
| +0.3% | +$1.46K | 0.02% | 161 |
|
|
2024
Q4 | $391K | Sell |
3,494
-153
| -4% | -$17.1K | 0.02% | 175 |
|
|
2024
Q3 | $479K | Sell |
3,647
-314
| -8% | -$41.3K | 0.02% | 150 |
|
|
2024
Q2 | $559K | Buy |
3,961
+12
| +0.3% | +$1.69K | 0.03% | 135 |
|
|
2024
Q1 | $645K | Sell |
3,949
-148
| -4% | -$24.2K | 0.03% | 110 |
|
|
2023
Q4 | $545K | Buy |
4,097
+327
| +9% | +$43.5K | 0.03% | 118 |
|
|
2023
Q3 | $453K | Buy |
3,770
+14
| +0.4% | +$1.68K | 0.03% | 116 |
|
|
2023
Q2 | $358K | Buy |
3,756
+16
| +0.4% | +$1.53K | 0.02% | 142 |
|
|
2023
Q1 | $379K | Buy |
3,740
+15
| +0.4% | +$1.52K | 0.02% | 137 |
|
|
2022
Q4 | $388K | Buy |
3,725
+24
| +0.6% | +$2.5K | 0.02% | 133 |
|
|
2022
Q3 | $299K | Buy |
3,701
+16
| +0.4% | +$1.29K | 0.02% | 133 |
|
|
2022
Q2 | $302K | Buy |
3,685
+14
| +0.4% | +$1.15K | 0.02% | 144 |
|
|
2022
Q1 | $317K | Buy |
3,671
+343
| +10% | +$29.6K | 0.02% | 155 |
|
|
2021
Q4 | $241K | Buy |
+3,328
| New | +$241K | 0.01% | 189 |
|
|
2020
Q1 | – | Sell |
-1,396
| Closed | -$156K | – | 170 |
|
|
2019
Q4 | $156K | Buy |
1,396
+50
| +4% | +$5.59K | 0.02% | 124 |
|
|
2019
Q3 | $138K | Sell |
1,346
-142
| -10% | -$14.6K | 0.01% | 130 |
|
|
2019
Q2 | $139K | Sell |
1,488
-3,774
| -72% | -$353K | 0.01% | 126 |
|
|
2019
Q1 | $501K | Buy |
5,262
+9
| +0.2% | +$857 | 0.06% | 72 |
|
|
2018
Q4 | $453K | Hold |
5,253
| – | – | 0.06% | 72 |
|
|
2018
Q3 | $592 | Hold |
5,253
| – | – | 0.06% | 67 |
|
|
2018
Q2 | $590K | Sell |
5,253
-45
| -0.8% | -$5.05K | 0.07% | 62 |
|
|
2018
Q1 | $508K | Buy |
5,298
+307
| +6% | +$29.4K | 0.06% | 65 |
|
|
2017
Q4 | $505K | Buy |
4,991
+176
| +4% | +$17.8K | 0.08% | 66 |
|
|
2017
Q3 | $441K | Hold |
4,815
| – | – | 0.07% | 62 |
|
|
2017
Q2 | $398K | Hold |
4,815
| – | – | 0.07% | 84 |
|
|
2017
Q1 | $381K | Sell |
4,815
-2,000
| -29% | -$158K | 0.07% | 62 |
|
|
2016
Q4 | $589K | Sell |
6,815
-2,585
| -28% | -$223K | 0.12% | 57 |
|
|
2016
Q3 | $757K | Buy |
+9,400
| New | +$757K | 0.15% | 52 |
|