Doheny Asset Management’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 | $642K | Sell |
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|
2025
Q1 | $702K | Hold |
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|
2024
Q4 | $648K | Hold |
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|
2024
Q3 | $748K | Hold |
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|
2024
Q2 | $803K | Hold |
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|
2024
Q1 | $929K | Hold |
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|
2023
Q4 | $757K | Sell |
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|
2023
Q3 | $696K | Sell |
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|
2023
Q2 | $700K | Sell |
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|
2023
Q1 | $780K | Buy |
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|
2022
Q4 | $598K | Sell |
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|
2022
Q3 | $634K | Buy |
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|
2022
Q1 | $696K | Sell |
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|
2021
Q4 | $638K | Sell |
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|
2021
Q3 | $873K | Sell |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $781K | Buy |
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|
2020
Q4 | $583K | Sell |
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|
2020
Q3 | $449K | Hold |
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|
2020
Q2 | $622K | Sell |
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|
2020
Q1 | $1.75M | Hold |
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|
2019
Q4 | $1.75M | Sell |
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|
2019
Q3 | $1.64M | Sell |
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|
2019
Q2 | $1.63M | Sell |
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|
2019
Q1 | $1.74M | Sell |
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|
2018
Q4 | $3.01M | Sell |
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|
2018
Q3 | $4M | Buy |
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|
2018
Q2 | $3.91M | Sell |
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|
2018
Q1 | $3.56M | Sell |
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|
2017
Q4 | $3.76M | Buy |
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|
2017
Q3 | $2.78M | Hold |
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|
2017
Q2 | $2.51M | Sell |
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|
2017
Q1 | $2.41M | Hold |
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|
2016
Q4 | $2.63M | Buy |
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|
2016
Q3 | $2.44M | Sell |
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|
2016
Q2 | $2.41M | Sell |
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|
2016
Q1 | $3.29M | Sell |
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|
2015
Q4 | $3.13M | Sell |
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|
2015
Q3 | $3.02M | Sell |
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|
2015
Q2 | $3.19M | Buy |
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|
2015
Q1 | $3.03M | Buy |
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|
2014
Q4 | $2.63M | Buy |
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|
2014
Q3 | $2.9M | Sell |
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|
2014
Q2 | $2.94M | Sell |
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|
2014
Q1 | $2.85M | Buy |
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|
2013
Q4 | $2.74M | Sell |
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|
2013
Q3 | $2.09M | Sell |
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|
2013
Q2 | $2.72M | Buy |
|