DI
Disciplined Investments’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44M | Sell |
45,594
-6,154
| -12% | -$734K | 2.3% | 13 |
|
|
2025
Q1 | $6.39M | Buy |
51,748
+274
| +0.5% | +$33.8K | 2.93% | 7 |
|
|
2024
Q4 | $5.86M | Sell |
51,474
-297
| -0.6% | -$33.8K | 2.89% | 8 |
|
|
2024
Q3 | $6.81M | Buy |
51,771
+93
| +0.2% | +$12.2K | 3.36% | 4 |
|
|
2024
Q2 | $7.3M | Sell |
51,678
-2
| -0% | -$282 | 3.88% | 2 |
|
|
2024
Q1 | $8.44M | Hold |
51,680
| – | – | 4.61% | 1 |
|
|
2023
Q4 | $6.88M | Sell |
51,680
-198
| -0.4% | -$26.4K | 4.03% | 1 |
|
|
2023
Q3 | $6.23M | Buy |
51,878
+6,003
| +13% | +$721K | 3.79% | 2 |
|
|
2023
Q2 | $4.38M | Sell |
45,875
-4
| -0% | -$382 | 2.34% | 11 |
|
|
2023
Q1 | $4.65M | Buy |
45,879
+43,420
| +1,766% | +$4.4M | 1.96% | 12 |
|
|
2022
Q4 | $256K | Sell |
2,459
-43,422
| -95% | -$4.52M | 0.13% | 106 |
|
|
2022
Q3 | $3.7M | Sell |
45,881
-41
| -0.1% | -$3.31K | 1.7% | 18 |
|
|
2022
Q2 | $3.77M | Sell |
45,922
-19,118
| -29% | -$1.57M | 1.7% | 17 |
|
|
2022
Q1 | $5.62M | Buy |
65,040
+183
| +0.3% | +$15.8K | 2.32% | 7 |
|
|
2021
Q4 | $4.7M | Hold |
64,857
| – | – | 2.07% | 11 |
|
|
2021
Q3 | $4.54M | Buy |
64,857
+34,812
| +116% | +$2.44M | 2.2% | 9 |
|
|
2021
Q2 | $2.58M | Buy |
30,045
+1,868
| +7% | +$160K | 1.32% | 24 |
|
|
2021
Q1 | $2.3M | Buy |
28,177
+27,745
| +6,422% | +$2.26M | 1.35% | 23 |
|
|
2020
Q4 | $30K | Sell |
432
-120
| -22% | -$8.33K | 0.02% | 175 |
|
|
2020
Q3 | $29K | Sell |
552
-3,135
| -85% | -$165K | 0.02% | 191 |
|
|
2020
Q2 | $265K | Sell |
3,687
-15
| -0.4% | -$1.08K | 0.21% | 80 |
|
|
2020
Q1 | $199K | Buy |
3,702
+2,850
| +335% | +$153K | 0.19% | 80 |
|
|
2019
Q4 | $95K | Buy |
+852
| New | +$95K | 0.08% | 119 |
|