D.A. Davidson & Co’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 | $11.6M | Buy |
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|
2025
Q1 | $11.9M | Buy |
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|
2024
Q4 | $7.2M | Buy |
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|
2024
Q3 | $8.14M | Sell |
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|
2024
Q2 | $10.6M | Buy |
|
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|
2024
Q1 | $11.7M | Buy |
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|
2023
Q4 | $8.21M | Sell |
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|
2023
Q3 | $8.05M | Sell |
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|
2023
Q2 | $6.63M | Buy |
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|
2023
Q1 | $6.84M | Buy |
|
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|
2022
Q4 | $6.97M | Sell |
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|
2022
Q3 | $5.85M | Sell |
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|
2022
Q2 | $5.99M | Buy |
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|
2022
Q1 | $6.26M | Buy |
|
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|
2021
Q4 | $4.58M | Sell |
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|
2021
Q3 | $4.58M | Sell |
|
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|
2021
Q2 | $5.76M | Buy |
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|
2021
Q1 | $5.26M | Buy |
|
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|
2020
Q4 | $3.33M | Sell |
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|
2020
Q3 | $2.5M | Sell |
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|
2020
Q2 | $3.53M | Buy |
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|
2020
Q1 | $2.14M | Sell |
|
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|
2019
Q4 | $4.95M | Buy |
|
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|
2019
Q3 | $4.45M | Sell |
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|
2019
Q2 | $4.1M | Sell |
|
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|
2019
Q1 | $7.97M | Buy |
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|
2018
Q4 | $7.26M | Sell |
|
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|
2018
Q3 | $12.2M | Sell |
|
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|
2018
Q2 | $12.4M | Sell |
|
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|
2018
Q1 | $11.1M | Buy |
|
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|
2017
Q4 | $11.5M | Sell |
|
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|
2017
Q3 | $10.8M | Sell |
|
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|
2017
Q2 | $10.1M | Buy |
|
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|
2017
Q1 | $8.91M | Sell |
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|
2016
Q4 | $12M | Buy |
|
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|
2016
Q3 | $10.7M | Buy |
|
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|
2016
Q2 | $7.99M | Buy |
|
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|
2016
Q1 | $8.51M | Buy |
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|
2015
Q4 | $7.63M | Buy |
|
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|
2015
Q3 | $6.31M | Buy |
|
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|
2015
Q2 | $6.61M | Buy |
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|
2015
Q1 | $6.16M | Buy |
|
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|
2014
Q4 | $5.35M | Buy |
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|
2014
Q3 | $5.74M | Sell |
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|
2014
Q2 | $5.72M | Sell |
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|
2014
Q1 | $5.54M | Sell |
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|
2013
Q4 | $5.95M | Buy |
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|
2013
Q3 | $3.13M | Buy |
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|
2013
Q2 | $3.05M | Buy |
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