D'Orazio & Associates’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-488
| Closed | -$34K | – | 550 |
|
|
2021
Q3 | $34K | Hold |
488
| – | – | 0.01% | 263 |
|
|
2021
Q2 | $42K | Hold |
488
| – | – | 0.01% | 187 |
|
|
2021
Q1 | $40K | Hold |
488
| – | – | 0.01% | 179 |
|
|
2020
Q4 | $34K | Hold |
488
| – | – | 0.01% | 178 |
|
|
2020
Q3 | $25K | Sell |
488
-8
| -2% | -$488 | 0.01% | 181 |
|
|
2020
Q2 | $36K | Buy |
496
+8
| +2% | +$566 | 0.02% | 160 |
|
|
2020
Q1 | $26K | Hold |
488
| – | – | 0.01% | 168 |
|
|
2019
Q4 | $54K | Hold |
488
| – | – | 0.02% | 143 |
|
|
2019
Q3 | $50K | Sell |
488
-46
| -9% | -$4.61K | 0.02% | 146 |
|
|
2019
Q2 | $50K | Sell |
534
-18
| -3% | -$1.61K | 0.01% | 144 |
|
|
2019
Q1 | $53K | Buy |
552
+64
| +13% | +$6.08K | 0.02% | 138 |
|
|
2018
Q4 | $42K | Hold |
488
| – | – | 0.01% | 139 |
|
|
2018
Q3 | $55K | Hold |
488
| – | – | 0.02% | 124 |
|
|
2018
Q2 | $55K | Sell |
488
-200
| -29% | -$22.5K | 0.02% | 122 |
|
|
2018
Q1 | $66K | Buy |
688
+200
| +41% | +$19.5K | 0.02% | 96 |
|
|
2017
Q4 | $49K | Sell |
488
-76
| -13% | -$7.22K | 0.02% | 126 |
|
|
2017
Q3 | $52K | Hold |
564
| – | – | 0.02% | 109 |
|
|
2017
Q2 | $47K | Hold |
564
| – | – | 0.02% | 129 |
|
|
2017
Q1 | $45K | Hold |
564
| – | – | 0.02% | 124 |
|
|
2016
Q4 | $49K | Hold |
564
| – | – | 0.02% | 112 |
|
|
2016
Q3 | $45K | Hold |
564
| – | – | 0.02% | 116 |
|
|
2016
Q2 | $45K | Hold |
564
| – | – | 0.02% | 119 |
|
|
2016
Q1 | $48K | Hold |
564
| – | – | 0.02% | 118 |
|
|
2015
Q4 | $46K | Hold |
564
| – | – | 0.02% | 104 |
|
|
2015
Q3 | $47K | Hold |
564
| – | – | 0.02% | 100 |
|
|
2015
Q2 | $46K | Hold |
564
| – | – | 0.03% | 100 |
|
|
2015
Q1 | $44K | Hold |
564
| – | – | 0.03% | 106 |
|
|
2014
Q4 | $40K | Hold |
564
| – | – | 0.03% | 97 |
|
|
2014
Q3 | $46K | Sell |
564
-252
| -31% | -$21K | 0.03% | 90 |
|
|
2014
Q2 | $66K | Hold |
816
| – | – | 0.05% | 69 |
|
|
2014
Q1 | $63K | Hold |
816
| – | – | 0.05% | 67 |
|
|
2013
Q4 | $63K | Buy |
+816
| New | +$54.4K | 0.05% | 61 |
|
Other funds holding PSX
D'Orazio & Associates's PSX Position: Q4 2021 in Review
D'Orazio & Associates sold out of Phillips 66 (PSX) in Q4 2021, closing a stake of 488 shares — an estimated $34K sold.
D'Orazio & Associates first reported a position in PSX in Q4 2013 and held it in 32 quarters. The position peaked at $66K in Q1 2018. 1,357 funds tracked by Wall St. Rank hold PSX as of Q4 2021.
- D'Orazio & Associates reported no remaining Phillips 66 position as of Q4 2021 after selling out during the quarter.
- D'Orazio & Associates sold 488 Phillips 66 shares in Q4 2021, an estimated $34K.
- D'Orazio & Associates first reported a position in Phillips 66 in Q4 2013 and held it in 32 quarters.
- D'Orazio & Associates's Phillips 66 position peaked at $66K in Q1 2018.
- 1,357 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2021.
Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.