Disciplined Investments’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
Q2 | $5.44M | Sell |
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|
2025
Q1 | $6.39M | Buy |
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|
2024
Q4 | $5.86M | Sell |
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|
2024
Q3 | $6.81M | Buy |
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|
2024
Q2 | $7.3M | Sell |
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|
2024
Q1 | $8.44M | Hold |
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|
2023
Q4 | $6.88M | Sell |
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|
2023
Q3 | $6.23M | Buy |
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|
2023
Q2 | $4.38M | Sell |
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|
2023
Q1 | $4.65M | Buy |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $3.7M | Sell |
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|
2022
Q2 | $3.77M | Sell |
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|
2022
Q1 | $5.62M | Buy |
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|
2021
Q4 | $4.7M | Hold |
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|
2021
Q3 | $4.54M | Buy |
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|
2021
Q2 | $2.58M | Buy |
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|
2021
Q1 | $2.3M | Buy |
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|
2020
Q4 | $30K | Sell |
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|
2020
Q3 | $29K | Sell |
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|
2020
Q2 | $265K | Sell |
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|
2020
Q1 | $199K | Buy |
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|
2019
Q4 | $95K | Buy |
|