DF
Donoghue Forlines’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
12,179
+443
| +4% | +$52.9K | 0.41% | 86 |
|
|
2025
Q1 | $1.45M | Sell |
11,736
-889
| -7% | -$110K | 0.46% | 92 |
|
|
2024
Q4 | $1.44M | Buy |
+12,625
| New | +$1.44M | 0.48% | 96 |
|
|
2023
Q4 | – | Sell |
-11,626
| Closed | -$1.4M | – | 252 |
|
|
2023
Q3 | $1.4M | Buy |
+11,626
| New | +$1.4M | 0.5% | 40 |
|
|
2020
Q1 | – | Sell |
-20,162
| Closed | -$2.25M | – | 123 |
|
|
2019
Q4 | $2.25M | Sell |
20,162
-22,909
| -53% | -$2.55M | 0.35% | 109 |
|
|
2019
Q3 | $4.41M | Sell |
43,071
-31,820
| -42% | -$3.26M | 0.63% | 37 |
|
|
2019
Q2 | $7.01M | Buy |
+74,891
| New | +$7.01M | 0.82% | 26 |
|
|
2018
Q3 | – | Sell |
-20,595
| Closed | -$2.31M | – | 190 |
|
|
2018
Q2 | $2.31M | Buy |
+20,595
| New | +$2.31M | 0.19% | 80 |
|
|
2018
Q1 | – | Sell |
-26,250
| Closed | -$2.66M | – | 176 |
|
|
2017
Q4 | $2.66M | Buy |
26,250
+677
| +3% | +$68.5K | 0.2% | 84 |
|
|
2017
Q3 | $2.34M | Buy |
+25,573
| New | +$2.34M | 0.25% | 63 |
|