WCM
Whitener Capital Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Buy |
5,534
+186
| +3% | +$22.2K | 0.17% | 92 |
|
|
2025
Q1 | $660K | Hold |
5,348
| – | – | 0.19% | 89 |
|
|
2024
Q4 | $609K | Sell |
5,348
-71
| -1% | -$8.09K | 0.17% | 94 |
|
|
2024
Q3 | $712K | Buy |
5,419
+300
| +6% | +$39.4K | 0.2% | 86 |
|
|
2024
Q2 | $723K | Buy |
5,119
+110
| +2% | +$15.5K | 0.22% | 81 |
|
|
2024
Q1 | $818K | Sell |
5,009
-190
| -4% | -$31K | 0.27% | 74 |
|
|
2023
Q4 | $692K | Buy |
5,199
+200
| +4% | +$26.6K | 0.25% | 76 |
|
|
2023
Q3 | $601K | Buy |
4,999
+2
| +0% | +$240 | 0.24% | 76 |
|
|
2023
Q2 | $477K | Sell |
4,997
-78
| -2% | -$7.44K | 0.18% | 92 |
|
|
2023
Q1 | $515K | Buy |
5,075
+49
| +1% | +$4.97K | 0.22% | 85 |
|
|
2022
Q4 | $523K | Buy |
5,026
+103
| +2% | +$10.7K | 0.23% | 81 |
|
|
2022
Q3 | $397K | Buy |
4,923
+3
| +0.1% | +$242 | 0.19% | 91 |
|
|
2022
Q2 | $403K | Buy |
4,920
+310
| +7% | +$25.4K | 0.18% | 92 |
|
|
2022
Q1 | $398K | Buy |
4,610
+3
| +0.1% | +$259 | 0.15% | 105 |
|
|
2021
Q4 | $333K | Buy |
4,607
+837
| +22% | +$60.5K | 0.12% | 116 |
|
|
2021
Q3 | $263K | Sell |
3,770
-8
| -0.2% | -$558 | 0.12% | 116 |
|
|
2021
Q2 | $324K | Buy |
3,778
+4
| +0.1% | +$343 | 0.13% | 116 |
|
|
2021
Q1 | $307K | Buy |
3,774
+4
| +0.1% | +$325 | 0.13% | 113 |
|
|
2020
Q4 | $263K | Buy |
+3,770
| New | +$263K | 0.12% | 117 |
|
|
2020
Q3 | – | Sell |
-3,458
| Closed | -$248K | – | 130 |
|
|
2020
Q2 | $248K | Buy |
+3,458
| New | +$248K | 0.13% | 110 |
|
|
2020
Q1 | – | Sell |
-3,099
| Closed | -$345K | – | 131 |
|
|
2019
Q4 | $345K | Sell |
3,099
-38
| -1% | -$4.23K | 0.18% | 100 |
|
|
2019
Q3 | $321K | Buy |
3,137
+77
| +3% | +$7.88K | 0.18% | 101 |
|
|
2019
Q2 | $286K | Buy |
3,060
+1,003
| +49% | +$93.7K | 0.16% | 105 |
|
|
2019
Q1 | $195K | Sell |
2,057
-998
| -33% | -$94.6K | 0.13% | 121 |
|
|
2018
Q4 | $263K | Buy |
3,055
+1,002
| +49% | +$86.3K | 0.19% | 102 |
|
|
2018
Q3 | $231K | Sell |
2,053
-13
| -0.6% | -$1.46K | 0.15% | 113 |
|
|
2018
Q2 | $232K | Buy |
2,066
+1
| +0% | +$112 | 0.18% | 111 |
|
|
2018
Q1 | $198K | Buy |
2,065
+421
| +26% | +$40.4K | 0.15% | 117 |
|
|
2017
Q4 | $166K | Buy |
+1,644
| New | +$166K | 0.14% | 119 |
|