BDFN
Bond & Devick Financial Network’s Phillips 66 PSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $227K | Hold |
1,902
| – | – | 0.08% | 155 |
|
2025
Q1 | $235K | Hold |
1,902
| – | – | 0.09% | 145 |
|
2024
Q4 | $250K | Hold |
1,902
| – | – | 0.11% | 137 |
|
2024
Q3 | $250K | Hold |
1,902
| – | – | 0.11% | 137 |
|
2024
Q2 | $269K | Hold |
1,902
| – | – | 0.14% | 121 |
|
2024
Q1 | $311K | Hold |
1,902
| – | – | 0.17% | 112 |
|
2023
Q4 | $253K | Hold |
1,902
| – | – | 0.14% | 121 |
|
2023
Q3 | $229K | Buy |
+1,902
| New | +$229K | 0.15% | 119 |
|