Donaldson Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $263K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $211K | Sell |
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|
2024
Q1 | $294K | Sell |
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|
2023
Q4 | $241K | Sell |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $220K | Buy |
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|
2023
Q1 | $229K | Hold |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $235K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $246K | Hold |
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|
2018
Q4 | $223K | Buy |
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|
2018
Q3 | $290K | Buy |
|