Welch Group’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 | $450K | Hold |
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|
2025
Q2 | $395K | Sell |
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|
2025
Q1 | $427K | Buy |
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|
2024
Q4 | $391K | Sell |
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|
2024
Q3 | $479K | Sell |
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|
2024
Q2 | $559K | Buy |
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|
2024
Q1 | $645K | Sell |
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|
2023
Q4 | $545K | Buy |
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|
2023
Q3 | $453K | Buy |
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|
2023
Q2 | $358K | Buy |
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|
2023
Q1 | $379K | Buy |
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|
2022
Q4 | $388K | Buy |
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|
2022
Q3 | $299K | Buy |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | $317K | Buy |
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|
2021
Q4 | $241K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $156K | Buy |
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|
2019
Q3 | $138K | Sell |
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|
2019
Q2 | $139K | Sell |
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|
2019
Q1 | $501K | Buy |
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|
2018
Q4 | $453K | Hold |
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|
2018
Q3 | $592 | Hold |
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|
2018
Q2 | $590K | Sell |
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|
2018
Q1 | $508K | Buy |
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|
2017
Q4 | $505K | Buy |
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|
2017
Q3 | $441K | Hold |
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|
2017
Q2 | $398K | Hold |
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|
2017
Q1 | $381K | Sell |
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|
2016
Q4 | $589K | Sell |
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|
2016
Q3 | $757K | Buy |
|