DHFB
Dixon Hubard Feinour & Brown’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $783K | Sell |
9,548
-202
| -2% | -$16.6K | 0.09% | 165 |
|
|
2022
Q1 | $842K | Sell |
9,750
-120
| -1% | -$10.4K | 0.08% | 171 |
|
|
2021
Q4 | $715K | Buy |
+9,870
| New | +$715K | 0.07% | 183 |
|
|
2018
Q4 | – | Sell |
-69,052
| Closed | -$7.78M | – | 177 |
|
|
2018
Q3 | $7.78M | Buy |
69,052
+95
| +0.1% | +$10.7K | 2.15% | 11 |
|
|
2018
Q2 | $7.75M | Sell |
68,957
-2,050
| -3% | -$230K | 2.25% | 12 |
|
|
2018
Q1 | $6.81M | Sell |
71,007
-412
| -0.6% | -$39.5K | 1.9% | 16 |
|
|
2017
Q4 | $7.22M | Buy |
+71,419
| New | +$7.22M | 1.96% | 15 |
|
|
2013
Q3 | – | Sell |
-104,204
| Closed | -$6.14M | – | 158 |
|
|
2013
Q2 | $6.14M | Buy |
+104,204
| New | +$6.14M | 2.74% | 2 |
|