Wisconsin 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
Q2 | $2.03M | Hold |
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|
2025
Q1 | $2.1M | Sell |
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|
2024
Q4 | $2.09M | Sell |
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|
2024
Q3 | $2.74M | Sell |
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|
2024
Q2 | $3.58M | Hold |
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|
2024
Q1 | $4.14M | Sell |
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|
2023
Q4 | $3.44M | Sell |
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|
2023
Q3 | $3.28M | Buy |
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|
2023
Q2 | $2.52M | Sell |
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|
2023
Q1 | $3.16M | Buy |
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|
2022
Q4 | $2.5M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.41M | Buy |
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|
2019
Q3 | $3.1M | Sell |
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|
2019
Q2 | $2.92M | Buy |
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|
2019
Q1 | $1.81M | Buy |
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|
2018
Q4 | $1.55M | Buy |
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|
2014
Q4 | $1.64M | Sell |
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|
2014
Q3 | $4.23M | Sell |
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|
2014
Q2 | $4.19M | Buy |
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|
2014
Q1 | $3.91M | Sell |
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|
2013
Q4 | $4.04M | Sell |
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|
2013
Q3 | $3.99M | Buy |
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|
2013
Q2 | $3.23M | Buy |
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