D.J. St. Germain’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
Q3 | $237K | Buy |
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|
2025
Q2 | $188K | Buy |
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|
2025
Q1 | $183K | Sell |
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|
2024
Q4 | $194K | Buy |
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|
2024
Q3 | $178K | Sell |
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|
2024
Q2 | $260K | Sell |
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|
2024
Q1 | $308K | Sell |
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|
2023
Q4 | $257K | Sell |
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|
2023
Q3 | $234K | Hold |
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|
2023
Q2 | $186K | Buy |
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|
2022
Q4 | $15.6K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $327K | Buy |
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|
2019
Q3 | $234K | Hold |
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|
2019
Q2 | $214K | Hold |
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|
2019
Q1 | $218K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $248K | Hold |
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|
2018
Q2 | $247K | Sell |
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|
2018
Q1 | $219K | Buy |
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