Whitener 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 | $761K | Buy |
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|
2025
Q2 | $660K | Buy |
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|
2025
Q1 | $660K | Hold |
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|
2024
Q4 | $609K | Sell |
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|
2024
Q3 | $712K | Buy |
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|
2024
Q2 | $723K | Buy |
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|
2024
Q1 | $818K | Sell |
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|
2023
Q4 | $692K | Buy |
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|
2023
Q3 | $601K | Buy |
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|
2023
Q2 | $477K | Sell |
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|
2023
Q1 | $515K | Buy |
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|
2022
Q4 | $523K | Buy |
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|
2022
Q3 | $397K | Buy |
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|
2022
Q2 | $403K | Buy |
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|
2022
Q1 | $398K | Buy |
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|
2021
Q4 | $333K | Buy |
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|
2021
Q3 | $263K | Sell |
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|
2021
Q2 | $324K | Buy |
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|
2021
Q1 | $307K | Buy |
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|
2020
Q4 | $263K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $248K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $345K | Sell |
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|
2019
Q3 | $321K | Buy |
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|
2019
Q2 | $286K | Buy |
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|
2019
Q1 | $195K | Sell |
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|
2018
Q4 | $263K | Buy |
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|
2018
Q3 | $231K | Sell |
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|
2018
Q2 | $232K | Buy |
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|
2018
Q1 | $198K | Buy |
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|
2017
Q4 | $166K | Buy |
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