Wellington Shields 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
Q3 | $176K | Hold |
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|
2025
Q2 | $154K | Hold |
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|
2025
Q1 | $160K | Hold |
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|
2024
Q4 | $147K | Hold |
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|
2024
Q3 | $170K | Hold |
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|
2024
Q2 | $182K | Sell |
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|
2024
Q1 | $309K | Hold |
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|
2023
Q4 | $252K | Hold |
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|
2023
Q3 | $227K | Hold |
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|
2023
Q2 | $180K | Hold |
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|
2023
Q1 | $192K | Hold |
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|
2022
Q4 | $197K | Hold |
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|
2022
Q3 | $153K | Hold |
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|
2022
Q2 | $155K | Hold |
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|
2022
Q1 | $163K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $535K | Buy |
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|
2019
Q3 | $490K | Buy |
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|
2019
Q2 | $446K | Buy |
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|
2019
Q1 | $453K | Buy |
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|
2018
Q4 | $409K | Buy |
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|
2018
Q3 | $530K | Buy |
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|
2018
Q2 | $527K | Sell |
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|
2018
Q1 | $459K | Sell |
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|
2017
Q4 | $568K | Sell |
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|
2017
Q3 | $605K | Sell |
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|
2017
Q2 | $590K | Sell |
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|
2017
Q1 | $580K | Buy |
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|
2016
Q4 | $631K | Sell |
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|
2016
Q3 | $909K | Sell |
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|
2016
Q2 | $1.65M | Buy |
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|
2016
Q1 | $1.67M | Buy |
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|
2015
Q4 | $871K | Buy |
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|
2015
Q3 | $749K | Hold |
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|
2015
Q2 | $785K | Sell |
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|
2015
Q1 | $797K | Buy |
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|
2014
Q4 | $627K | Hold |
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|
2014
Q3 | $711K | Sell |
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|
2014
Q2 | $726K | Sell |
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|
2014
Q1 | $738K | Sell |
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|
2013
Q4 | $758K | Buy |
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|
2013
Q3 | $554K | Sell |
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|
2013
Q2 | $632K | Buy |
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