Wilbanks Smith & Thomas Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $674K | Buy |
|
|||||
|
2023
Q4 | $548K | Buy |
|
|||||
|
2023
Q3 | $494K | Buy |
|
|||||
|
2023
Q2 | $390K | Buy |
|
|||||
|
2023
Q1 | $350K | Sell |
|
|||||
|
2022
Q4 | $382K | Buy |
|
|||||
|
2022
Q3 | $286K | Buy |
|
|||||
|
2022
Q2 | $290K | Buy |
|
|||||
|
2022
Q1 | $295K | Buy |
|
|||||
|
2021
Q4 | $202K | Sell |
|
|||||
|
2021
Q3 | $211K | Sell |
|
|||||
|
2021
Q2 | $285K | Buy |
|
|||||
|
2021
Q1 | $246K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $439K | Buy |
|
|||||
|
2019
Q3 | $396K | Sell |
|
|||||
|
2019
Q2 | $388K | Buy |
|
|||||
|
2019
Q1 | $367K | Hold |
|
|||||
|
2018
Q4 | $333K | Sell |
|
|||||
|
2018
Q3 | $441K | Sell |
|
|||||
|
2018
Q2 | $448K | Buy |
|
|||||
|
2018
Q1 | $379K | Sell |
|
|||||
|
2017
Q4 | $404K | Hold |
|
|||||
|
2017
Q3 | $366K | Buy |
|
|||||
|
2017
Q2 | $303K | Sell |
|
|||||
|
2017
Q1 | $309K | Buy |
|
|||||
|
2016
Q4 | $319K | Sell |
|
|||||
|
2016
Q3 | $317K | Sell |
|
|||||
|
2016
Q2 | $491K | Buy |
|
|||||
|
2016
Q1 | $320K | Buy |
|
|||||
|
2015
Q4 | $276K | Sell |
|
|||||
|
2015
Q3 | $296K | Sell |
|
|||||
|
2015
Q2 | $433K | Hold |
|
|||||
|
2015
Q1 | $423K | Sell |
|
|||||
|
2014
Q4 | $388K | Sell |
|
|||||
|
2014
Q3 | $455K | Sell |
|
|||||
|
2014
Q2 | $453K | Sell |
|
|||||
|
2014
Q1 | $454K | Sell |
|
|||||
|
2013
Q4 | $463K | Buy |
|
|||||
|
2013
Q3 | $342K | Hold |
|
|||||
|
2013
Q2 | $348K | Buy |
|