D.L. Carlson Investment Group’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$4.56M Sell
2022
Q1
$7.18M Buy
2021
Q4
$5.02M Buy
2021
Q3
$3.61M Sell
2021
Q2
$6.43M Sell
2021
Q1
$6.11M Buy
2020
Q4
$4.85M Buy
2020
Q3
Sell
2020
Q2
$2.08M Buy