Westside Investment 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 | $250K | Buy |
|
|||||
|
2025
Q2 | $199K | Buy |
|
|||||
|
2025
Q1 | $182K | Hold |
|
|||||
|
2024
Q4 | $168K | Hold |
|
|||||
|
2024
Q3 | $194K | Hold |
|
|||||
|
2024
Q2 | $208K | Hold |
|
|||||
|
2024
Q1 | $240K | Sell |
|
|||||
|
2023
Q4 | $209K | Hold |
|
|||||
|
2023
Q3 | $189K | Hold |
|
|||||
|
2023
Q2 | $150K | Hold |
|
|||||
|
2023
Q1 | $159K | Hold |
|
|||||
|
2022
Q4 | $3.9K | Sell |
|
|||||
|
2022
Q3 | $3.12K | Buy |
|
|||||
|
2022
Q2 | $3.31K | Hold |
|
|||||
|
2022
Q1 | $3.31K | Hold |
|
|||||
|
2021
Q4 | $2.8K | Hold |
|
|||||
|
2021
Q3 | $2.79K | Hold |
|
|||||
|
2021
Q2 | $3.31K | Buy |
|
|||||
|
2021
Q1 | $3.13K | Sell |
|
|||||
|
2020
Q4 | $104 | Hold |
|
|||||
|
2020
Q3 | $77 | Hold |
|
|||||
|
2020
Q2 | $107 | Hold |
|
|||||
|
2020
Q1 | $80 | Buy |
|
|||||
|
2019
Q2 | $141 | Buy |
|
|||||
|
2018
Q4 | $122K | Hold |
|
|||||
|
2018
Q3 | $162K | Hold |
|
|||||
|
2018
Q2 | $157K | Hold |
|
|||||
|
2018
Q1 | $135K | Hold |
|
|||||
|
2017
Q4 | $145K | Hold |
|
|||||
|
2017
Q3 | $132K | Hold |
|
|||||
|
2017
Q2 | $117K | Hold |
|
|||||
|
2017
Q1 | $110K | Buy |
|
|||||
|
2016
Q4 | $35.5K | Buy |
|