Wimmer Associates 1’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
9,180
-25
| -0.3% | -$2.98K | 0.56% | 46 |
|
|
2025
Q1 | $1.16M | Sell |
9,205
-400
| -4% | -$50.2K | 0.61% | 41 |
|
|
2024
Q4 | $1.09M | Sell |
9,605
-60
| -0.6% | -$6.84K | 0.54% | 46 |
|
|
2024
Q3 | $1.27M | Buy |
9,665
+370
| +4% | +$48.6K | 0.62% | 39 |
|
|
2024
Q2 | $1.31M | Sell |
9,295
-15
| -0.2% | -$2.12K | 0.67% | 37 |
|
|
2024
Q1 | $1.52M | Buy |
9,310
+5
| +0.1% | +$817 | 0.8% | 36 |
|
|
2023
Q4 | $1.24M | Buy |
9,305
+531
| +6% | +$70.7K | 0.7% | 37 |
|
|
2023
Q3 | $1.05M | Buy |
8,774
+270
| +3% | +$32.4K | 0.66% | 42 |
|
|
2023
Q2 | $811K | Buy |
8,504
+148
| +2% | +$14.1K | 0.49% | 52 |
|
|
2023
Q1 | $787K | Buy |
8,356
+77
| +0.9% | +$7.26K | 0.5% | 52 |
|
|
2022
Q4 | $862K | Hold |
8,279
| – | – | 0.57% | 47 |
|
|
2022
Q3 | $863K | Buy |
8,279
+225
| +3% | +$23.5K | 0.57% | 49 |
|
|
2022
Q2 | $660K | Sell |
8,054
-290
| -3% | -$23.8K | 0.43% | 56 |
|
|
2022
Q1 | $721K | Buy |
8,344
+259
| +3% | +$22.4K | 0.4% | 57 |
|
|
2021
Q4 | $586K | Sell |
8,085
-255
| -3% | -$18.5K | 0.31% | 72 |
|
|
2021
Q3 | $584K | Buy |
8,340
+189
| +2% | +$13.2K | 0.35% | 69 |
|
|
2021
Q2 | $700K | Sell |
8,151
-20
| -0.2% | -$1.72K | 0.41% | 57 |
|
|
2021
Q1 | $666K | Buy |
8,171
+230
| +3% | +$18.7K | 0.36% | 61 |
|
|
2020
Q4 | $555K | Sell |
7,941
-332
| -4% | -$23.2K | 0.33% | 61 |
|
|
2020
Q3 | $429K | Buy |
8,273
+125
| +2% | +$6.48K | 0.29% | 70 |
|
|
2020
Q2 | $529K | Sell |
8,148
-7,475
| -48% | -$485K | 0.41% | 56 |
|
|
2020
Q1 | $838K | Buy |
15,623
+210
| +1% | +$11.3K | 0.78% | 37 |
|
|
2019
Q4 | $1.72M | Buy |
15,413
+104
| +0.7% | +$11.6K | 1.38% | 25 |
|
|
2019
Q3 | $1.57M | Sell |
15,309
-243
| -2% | -$24.9K | 1.37% | 27 |
|
|
2019
Q2 | $1.46M | Buy |
15,552
+76
| +0.5% | +$7.11K | 1.27% | 28 |
|
|
2019
Q1 | $1.47M | Buy |
15,476
+1,599
| +12% | +$152K | 1.31% | 29 |
|
|
2018
Q4 | $1.2M | Sell |
13,877
-59
| -0.4% | -$5.08K | 1.18% | 32 |
|
|
2018
Q3 | $1.57M | Sell |
13,936
-147
| -1% | -$16.6K | 1.31% | 28 |
|
|
2018
Q2 | $1.58M | Sell |
14,083
-126
| -0.9% | -$14.2K | 1.41% | 28 |
|
|
2018
Q1 | $1.36M | Sell |
14,209
-439
| -3% | -$42.1K | 1.2% | 33 |
|
|
2017
Q4 | $1.48M | Sell |
14,648
-84
| -0.6% | -$8.5K | 1.33% | 31 |
|
|
2017
Q3 | $1.35M | Buy |
14,732
+46
| +0.3% | +$4.22K | 1.24% | 32 |
|
|
2017
Q2 | $1.21M | Buy |
14,686
+121
| +0.8% | +$10K | 1.12% | 37 |
|
|
2017
Q1 | $1.15M | Sell |
14,565
-743
| -5% | -$58.9K | 1.08% | 36 |
|
|
2016
Q4 | $1.32M | Buy |
15,308
+301
| +2% | +$26K | 1.23% | 30 |
|
|
2016
Q3 | $1.21M | Sell |
15,007
-82
| -0.5% | -$6.61K | 1.09% | 36 |
|
|
2016
Q2 | $1.2M | Buy |
15,089
+56
| +0.4% | +$4.44K | 1.07% | 34 |
|
|
2016
Q1 | $1.3M | Buy |
15,033
+65
| +0.4% | +$5.63K | 1.19% | 29 |
|
|
2015
Q4 | $1.22M | Buy |
+14,968
| New | +$1.22M | 1.28% | 30 |
|