Wisconsin Capital Management’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 | $2.03M | Hold |
17,030
| – | – | 1.12% | 24 |
|
|
2025
Q1 | $2.1M | Sell |
17,030
-1,300
| -7% | -$161K | 1.34% | 23 |
|
|
2024
Q4 | $2.09M | Sell |
18,330
-2,545
| -12% | -$290K | 1.15% | 26 |
|
|
2024
Q3 | $2.74M | Sell |
20,875
-4,455
| -18% | -$586K | 1.44% | 26 |
|
|
2024
Q2 | $3.58M | Hold |
25,330
| – | – | 1.81% | 25 |
|
|
2024
Q1 | $4.14M | Sell |
25,330
-500
| -2% | -$81.7K | 2.17% | 21 |
|
|
2023
Q4 | $3.44M | Sell |
25,830
-1,465
| -5% | -$195K | 2.04% | 23 |
|
|
2023
Q3 | $3.28M | Buy |
27,295
+875
| +3% | +$105K | 2.17% | 21 |
|
|
2023
Q2 | $2.52M | Sell |
26,420
-4,775
| -15% | -$455K | 1.63% | 25 |
|
|
2023
Q1 | $3.16M | Buy |
31,195
+7,215
| +30% | +$731K | 2.16% | 21 |
|
|
2022
Q4 | $2.5M | Buy |
+23,980
| New | +$2.5M | 1.89% | 23 |
|
|
2020
Q1 | – | Sell |
-30,571
| Closed | -$3.41M | – | 59 |
|
|
2019
Q4 | $3.41M | Buy |
30,571
+285
| +0.9% | +$31.8K | 1.67% | 27 |
|
|
2019
Q3 | $3.1M | Sell |
30,286
-950
| -3% | -$97.3K | 1.65% | 27 |
|
|
2019
Q2 | $2.92M | Buy |
31,236
+12,236
| +64% | +$1.14M | 1.57% | 29 |
|
|
2019
Q1 | $1.81M | Buy |
19,000
+1,000
| +6% | +$95.2K | 1.61% | 32 |
|
|
2018
Q4 | $1.55M | Buy |
+18,000
| New | +$1.55M | 1.64% | 29 |
|
|
2014
Q4 | $1.64M | Sell |
22,918
-29,056
| -56% | -$2.08M | 0.58% | 53 |
|
|
2014
Q3 | $4.23M | Sell |
51,974
-142
| -0.3% | -$11.5K | 1.56% | 26 |
|
|
2014
Q2 | $4.19M | Buy |
52,116
+1,416
| +3% | +$114K | 1.54% | 27 |
|
|
2014
Q1 | $3.91M | Sell |
50,700
-1,709
| -3% | -$132K | 1.5% | 28 |
|
|
2013
Q4 | $4.04M | Sell |
52,409
-16,650
| -24% | -$1.28M | 1.59% | 27 |
|
|
2013
Q3 | $3.99M | Buy |
69,059
+14,194
| +26% | +$821K | 1.7% | 25 |
|
|
2013
Q2 | $3.23M | Buy |
+54,865
| New | +$3.23M | 1.37% | 37 |
|