Woodmont Investment Counsel’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 | $474K | Buy |
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|
2025
Q2 | $409K | Sell |
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|
2025
Q1 | $426K | Sell |
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|
2024
Q4 | $395K | Hold |
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|
2024
Q3 | $455K | Hold |
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|
2024
Q2 | $489K | Hold |
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|
2024
Q1 | $566K | Hold |
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|
2023
Q4 | $461K | Sell |
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|
2023
Q3 | $488K | Sell |
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|
2023
Q2 | $421K | Sell |
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|
2023
Q1 | $448K | Buy |
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|
2022
Q4 | $459K | Sell |
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|
2022
Q3 | $373K | Buy |
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|
2022
Q2 | $362K | Hold |
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|
2022
Q1 | $381K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $254K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $28K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $23K | Hold |
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|
2015
Q4 | $22K | Buy |
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|
2015
Q3 | $1K | Hold |
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|
2015
Q2 | $1K | Buy |
|