CDH
Charles D. Hyman’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $23.9M | Sell |
169,271
-500
| -0.3% | -$70.6K | 1.33% | 22 |
|
|
2024
Q1 | $27.7M | Buy |
169,771
+35
| +0% | +$5.72K | 1.53% | 21 |
|
|
2023
Q4 | $22.6M | Sell |
169,736
-1,805
| -1% | -$240K | 1.35% | 21 |
|
|
2023
Q3 | $20.6M | Buy |
171,541
+130
| +0.1% | +$15.6K | 1.34% | 22 |
|
|
2023
Q2 | $16.3M | Buy |
171,411
+875
| +0.5% | +$83.5K | 1.02% | 31 |
|
|
2023
Q1 | $17.3M | Buy |
170,536
+300
| +0.2% | +$30.4K | 1.15% | 29 |
|
|
2022
Q4 | $17.7M | Buy |
170,236
+670
| +0.4% | +$69.7K | 1.21% | 29 |
|
|
2022
Q3 | $13.7M | Buy |
169,566
+12,371
| +8% | +$999K | 1.05% | 32 |
|
|
2022
Q2 | $12.9M | Buy |
157,195
+564
| +0.4% | +$46.2K | 0.94% | 36 |
|
|
2022
Q1 | $13.5M | Buy |
156,631
+2,301
| +1% | +$199K | 0.85% | 38 |
|
|
2021
Q4 | $11.2M | Sell |
154,330
-7,602
| -5% | -$551K | 0.71% | 40 |
|
|
2021
Q3 | $11.3M | Buy |
161,932
+10,328
| +7% | +$723K | 0.79% | 38 |
|
|
2021
Q2 | $13M | Sell |
151,604
-2,135
| -1% | -$183K | 0.91% | 35 |
|
|
2021
Q1 | $12.5M | Buy |
153,739
+4,585
| +3% | +$374K | 0.92% | 36 |
|
|
2020
Q4 | $10.4M | Sell |
149,154
-6,346
| -4% | -$444K | 0.84% | 35 |
|
|
2020
Q3 | $8.06M | Sell |
155,500
-4,902
| -3% | -$254K | 0.71% | 37 |
|
|
2020
Q2 | $11.5M | Sell |
160,402
-506
| -0.3% | -$36.4K | 1.11% | 31 |
|
|
2020
Q1 | $8.63M | Sell |
160,908
-57
| -0% | -$3.06K | 1.08% | 32 |
|
|
2019
Q4 | $17.9M | Buy |
160,965
+12,577
| +8% | +$1.4M | 1.76% | 21 |
|
|
2019
Q3 | $15.2M | Buy |
148,388
+46,555
| +46% | +$4.77M | 1.59% | 24 |
|
|
2019
Q2 | $9.53M | Sell |
101,833
-134
| -0.1% | -$12.5K | 0.99% | 34 |
|
|
2019
Q1 | $9.7M | Buy |
101,967
+2,237
| +2% | +$213K | 1% | 33 |
|
|
2018
Q4 | $8.59M | Sell |
99,730
-2,840
| -3% | -$245K | 1.02% | 34 |
|
|
2018
Q3 | $11.6M | Sell |
102,570
-708
| -0.7% | -$79.8K | 1.2% | 30 |
|
|
2018
Q2 | $11.6M | Sell |
103,278
-270
| -0.3% | -$30.3K | 1.3% | 26 |
|
|
2018
Q1 | $9.93M | Sell |
103,548
-575
| -0.6% | -$55.2K | 1.14% | 33 |
|
|
2017
Q4 | $10.5M | Buy |
104,123
+50
| +0% | +$5.06K | 1.21% | 30 |
|
|
2017
Q3 | $9.53M | Sell |
104,073
-3,055
| -3% | -$280K | 1.18% | 35 |
|
|
2017
Q2 | $8.86M | Sell |
107,128
-995
| -0.9% | -$82.3K | 1.13% | 37 |
|
|
2017
Q1 | $8.57M | Sell |
108,123
-947
| -0.9% | -$75K | 1.14% | 40 |
|
|
2016
Q4 | $9.43M | Sell |
109,070
-1,072
| -1% | -$92.6K | 1.33% | 34 |
|
|
2016
Q3 | $8.87M | Sell |
110,142
-412
| -0.4% | -$33.2K | 1.32% | 34 |
|
|
2016
Q2 | $8.77M | Sell |
110,554
-2,864
| -3% | -$227K | 1.31% | 32 |
|
|
2016
Q1 | $9.82M | Sell |
113,418
-115
| -0.1% | -$9.96K | 1.55% | 22 |
|
|
2015
Q4 | $9.29M | Sell |
113,533
-1,675
| -1% | -$137K | 1.53% | 23 |
|
|
2015
Q3 | $8.85M | Sell |
115,208
-2,245
| -2% | -$173K | 1.55% | 23 |
|
|
2015
Q2 | $9.46M | Sell |
117,453
-161
| -0.1% | -$13K | 1.52% | 25 |
|
|
2015
Q1 | $9.24M | Sell |
117,614
-58
| -0% | -$4.56K | 1.48% | 26 |
|
|
2014
Q4 | $8.44M | Sell |
117,672
-2,800
| -2% | -$201K | 1.36% | 30 |
|
|
2014
Q3 | $9.8M | Sell |
120,472
-2,575
| -2% | -$209K | 1.64% | 19 |
|
|
2014
Q2 | $9.9M | Sell |
123,047
-710
| -0.6% | -$57.1K | 1.67% | 19 |
|
|
2014
Q1 | $9.54M | Buy |
123,757
+147
| +0.1% | +$11.3K | 1.72% | 18 |
|
|
2013
Q4 | $9.53M | Sell |
123,610
-680
| -0.5% | -$52.4K | 1.75% | 17 |
|
|
2013
Q3 | $7.19M | Sell |
124,290
-2,924
| -2% | -$169K | 1.42% | 24 |
|
|
2013
Q2 | $7.49M | Buy |
+127,214
| New | +$7.49M | 1.54% | 21 |
|