BCB
Brian C. Broderick’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Hold |
1,990
| – | – | 0.05% | 83 |
|
|
2025
Q1 | $246K | Hold |
1,990
| – | – | 0.05% | 80 |
|
|
2024
Q4 | $227K | Hold |
1,990
| – | – | 0.04% | 79 |
|
|
2024
Q3 | $262K | Hold |
1,990
| – | – | 0.05% | 80 |
|
|
2024
Q2 | $281K | Sell |
1,990
-10
| -0.5% | -$1.41K | 0.06% | 77 |
|
|
2024
Q1 | $327K | Buy |
2,000
+125
| +7% | +$20.4K | 0.07% | 76 |
|
|
2023
Q4 | $250K | Hold |
1,875
| – | – | 0.06% | 71 |
|
|
2023
Q3 | $225K | Buy |
+1,875
| New | +$225K | 0.06% | 78 |
|
|
2023
Q1 | – | Sell |
-2,045
| Closed | -$213K | – | 82 |
|
|
2022
Q4 | $213K | Buy |
+2,045
| New | +$213K | 0.06% | 79 |
|
|
2020
Q1 | – | Sell |
-2,055
| Closed | -$229K | – | 86 |
|
|
2019
Q4 | $229K | Sell |
2,055
-985
| -32% | -$110K | 0.07% | 80 |
|
|
2019
Q3 | $311K | Sell |
3,040
-25
| -0.8% | -$2.56K | 0.11% | 73 |
|
|
2019
Q2 | $286K | Sell |
3,065
-62
| -2% | -$5.79K | 0.1% | 72 |
|
|
2019
Q1 | $298K | Sell |
3,127
-600
| -16% | -$57.2K | 0.11% | 69 |
|
|
2018
Q4 | $321K | Hold |
3,727
| – | – | 0.14% | 68 |
|
|
2018
Q3 | $420K | Hold |
3,727
| – | – | 0.14% | 70 |
|
|
2018
Q2 | $419K | Hold |
3,727
| – | – | 0.15% | 68 |
|
|
2018
Q1 | $358K | Sell |
3,727
-77
| -2% | -$7.4K | 0.13% | 71 |
|
|
2017
Q4 | $385K | Buy |
3,804
+600
| +19% | +$60.7K | 0.14% | 70 |
|
|
2017
Q3 | $294K | Sell |
3,204
-1,475
| -32% | -$135K | 0.11% | 85 |
|
|
2017
Q2 | $387K | Hold |
4,679
| – | – | 0.14% | 77 |
|
|
2017
Q1 | $371K | Hold |
4,679
| – | – | 0.15% | 74 |
|
|
2016
Q4 | $403K | Sell |
4,679
-508
| -10% | -$43.8K | 0.17% | 75 |
|
|
2016
Q3 | $419K | Sell |
5,187
-30
| -0.6% | -$2.42K | 0.18% | 76 |
|
|
2016
Q2 | $414K | Sell |
5,217
-819
| -14% | -$65K | 0.17% | 76 |
|
|
2016
Q1 | $522K | Hold |
6,036
| – | – | 0.23% | 69 |
|
|
2015
Q4 | $493K | Hold |
6,036
| – | – | 0.22% | 73 |
|
|
2015
Q3 | $464K | Hold |
6,036
| – | – | 0.21% | 75 |
|
|
2015
Q2 | $487K | Hold |
6,036
| – | – | 0.21% | 73 |
|
|
2015
Q1 | $475K | Hold |
6,036
| – | – | 0.2% | 74 |
|
|
2014
Q4 | $433K | Sell |
6,036
-124
| -2% | -$8.9K | 0.18% | 76 |
|
|
2014
Q3 | $500K | Sell |
6,160
-188
| -3% | -$15.3K | 0.22% | 74 |
|
|
2014
Q2 | $511K | Sell |
6,348
-59
| -0.9% | -$4.75K | 0.23% | 71 |
|
|
2014
Q1 | $495K | Hold |
6,407
| – | – | 0.24% | 71 |
|
|
2013
Q4 | $495K | Sell |
6,407
-21
| -0.3% | -$1.62K | 0.25% | 71 |
|
|
2013
Q3 | $372K | Sell |
6,428
-15
| -0.2% | -$868 | 0.21% | 73 |
|
|
2013
Q2 | $379K | Buy |
+6,443
| New | +$379K | 0.23% | 73 |
|