DA
DCM Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
21,854
+2,109
| +11% | +$252K | 1.12% | 28 |
|
|
2025
Q1 | $2.42M | Sell |
19,745
-979
| -5% | -$120K | 1.29% | 25 |
|
|
2024
Q4 | $2.36M | Buy |
20,724
+979
| +5% | +$112K | 1.11% | 26 |
|
|
2024
Q3 | $2.6M | Hold |
19,745
| – | – | 1.31% | 26 |
|
|
2024
Q2 | $2.79M | Sell |
19,745
-2,380
| -11% | -$336K | 1.47% | 24 |
|
|
2024
Q1 | $3.61M | Sell |
22,125
-1,598
| -7% | -$261K | 1.49% | 24 |
|
|
2023
Q4 | $3.16M | Sell |
23,723
-85
| -0.4% | -$11.3K | 1.13% | 29 |
|
|
2023
Q3 | $2.86M | Sell |
23,808
-186
| -0.8% | -$22.3K | 1.29% | 29 |
|
|
2023
Q2 | $2.29M | Sell |
23,994
-14
| -0.1% | -$1.34K | 0.98% | 32 |
|
|
2023
Q1 | $2.43M | Sell |
24,008
-58
| -0.2% | -$5.88K | 1.13% | 30 |
|
|
2022
Q4 | $2.5M | Buy |
24,066
+11,840
| +97% | +$1.23M | 1.21% | 31 |
|
|
2022
Q3 | $987K | Buy |
12,226
+306
| +3% | +$24.7K | 0.5% | 48 |
|
|
2022
Q2 | $978K | Sell |
11,920
-794
| -6% | -$65.1K | 0.42% | 60 |
|
|
2022
Q1 | $1.1M | Buy |
12,714
+1,051
| +9% | +$90.8K | 0.39% | 67 |
|
|
2021
Q4 | $845K | Buy |
11,663
+2,691
| +30% | +$195K | 0.25% | 99 |
|
|
2021
Q3 | $628K | Buy |
+8,972
| New | +$628K | 0.24% | 114 |
|