DJSG
D.J. St. Germain’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188K | Buy |
1,580
+98
| +7% | +$11.7K | 0.01% | 302 |
|
|
2025
Q1 | $183K | Sell |
1,482
-223
| -13% | -$27.5K | 0.01% | 277 |
|
|
2024
Q4 | $194K | Buy |
1,705
+350
| +26% | +$39.9K | 0.01% | 287 |
|
|
2024
Q3 | $178K | Sell |
1,355
-490
| -27% | -$64.4K | 0.01% | 279 |
|
|
2024
Q2 | $260K | Sell |
1,845
-40
| -2% | -$5.65K | 0.01% | 241 |
|
|
2024
Q1 | $308K | Sell |
1,885
-46
| -2% | -$7.51K | 0.02% | 238 |
|
|
2023
Q4 | $257K | Sell |
1,931
-20
| -1% | -$2.66K | 0.01% | 244 |
|
|
2023
Q3 | $234K | Hold |
1,951
| – | – | 0.01% | 237 |
|
|
2023
Q2 | $186K | Buy |
+1,951
| New | +$186K | 0.01% | 254 |
|
|
2022
Q4 | $15.6K | Buy |
+150
| New | +$15.6K | 0.01% | 255 |
|
|
2020
Q1 | – | Sell |
-2,937
| Closed | -$327K | – | 223 |
|
|
2019
Q4 | $327K | Buy |
2,937
+650
| +28% | +$72.4K | 0.03% | 182 |
|
|
2019
Q3 | $234K | Hold |
2,287
| – | – | 0.03% | 174 |
|
|
2019
Q2 | $214K | Hold |
2,287
| – | – | 0.02% | 173 |
|
|
2019
Q1 | $218K | Buy |
+2,287
| New | +$218K | 0.02% | 168 |
|
|
2018
Q4 | – | Sell |
-2,203
| Closed | -$248K | – | 180 |
|
|
2018
Q3 | $248K | Hold |
2,203
| – | – | 0.03% | 159 |
|
|
2018
Q2 | $247K | Sell |
2,203
-80
| -4% | -$8.97K | 0.03% | 155 |
|
|
2018
Q1 | $219K | Buy |
+2,283
| New | +$219K | 0.03% | 151 |
|