Dividend Assets Capital’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 | $323K | Hold |
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|
2025
Q1 | $334K | Hold |
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|
2024
Q4 | $308K | Sell |
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|
2024
Q3 | $369K | Sell |
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|
2024
Q2 | $405K | Hold |
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|
2024
Q1 | $468K | Buy |
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|
2023
Q4 | $371K | Sell |
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|
2023
Q3 | $515K | Buy |
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|
2023
Q2 | $385K | Sell |
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|
2023
Q1 | $430K | Hold |
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|
2022
Q4 | $430K | Sell |
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|
2022
Q3 | $382K | Sell |
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|
2022
Q2 | $437K | Sell |
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|
2022
Q1 | $529K | Buy |
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|
2021
Q4 | $158K | Hold |
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|
2021
Q3 | $153K | Sell |
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|
2021
Q2 | $219K | Hold |
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|
2021
Q1 | $208K | Hold |
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|
2020
Q4 | $179K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $292K | Buy |
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|
2019
Q3 | $267K | Hold |
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|
2019
Q2 | $244K | Hold |
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|
2019
Q1 | $248K | Sell |
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|
2018
Q4 | $276K | Buy |
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|
2018
Q3 | $342K | Hold |
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|
2018
Q2 | $340K | Sell |
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|
2018
Q1 | $300K | Sell |
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|
2017
Q4 | $319K | Sell |
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|
2017
Q3 | $294K | Hold |
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|
2017
Q2 | $265K | Sell |
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|
2017
Q1 | $258K | Sell |
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|
2016
Q4 | $299K | Buy |
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|
2016
Q3 | $234K | Buy |
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