Douglas Lane & Associates’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
2,008
-98
| -5% | -$11.7K | ﹤0.01% | 219 |
|
|
2025
Q1 | $260K | Sell |
2,106
-25
| -1% | -$3.09K | ﹤0.01% | 216 |
|
|
2024
Q4 | $243K | Sell |
2,131
-5
| -0.2% | -$570 | ﹤0.01% | 218 |
|
|
2024
Q3 | $281K | Buy |
2,136
+45
| +2% | +$5.91K | ﹤0.01% | 213 |
|
|
2024
Q2 | $295K | Buy |
2,091
+130
| +7% | +$18.3K | ﹤0.01% | 206 |
|
|
2024
Q1 | $320K | Buy |
+1,961
| New | +$320K | ﹤0.01% | 206 |
|
|
2021
Q3 | – | Sell |
-2,338
| Closed | -$201K | – | 232 |
|
|
2021
Q2 | $201K | Sell |
2,338
-115
| -5% | -$9.89K | ﹤0.01% | 225 |
|
|
2021
Q1 | $200K | Buy |
+2,453
| New | +$200K | ﹤0.01% | 212 |
|
|
2018
Q2 | – | Sell |
-2,646
| Closed | -$254K | – | 199 |
|
|
2018
Q1 | $254K | Sell |
2,646
-115
| -4% | -$11K | 0.01% | 185 |
|
|
2017
Q4 | $279K | Sell |
2,761
-411
| -13% | -$41.5K | 0.01% | 181 |
|
|
2017
Q3 | $291K | Buy |
3,172
+90
| +3% | +$8.26K | 0.01% | 186 |
|
|
2017
Q2 | $255K | Sell |
3,082
-400
| -11% | -$33.1K | 0.01% | 187 |
|
|
2017
Q1 | $276K | Sell |
3,482
-9
| -0.3% | -$713 | 0.01% | 189 |
|
|
2016
Q4 | $302K | Sell |
3,491
-274
| -7% | -$23.7K | 0.01% | 189 |
|
|
2016
Q3 | $303K | Sell |
3,765
-40
| -1% | -$3.22K | 0.01% | 188 |
|
|
2016
Q2 | $302K | Buy |
+3,805
| New | +$302K | 0.01% | 194 |
|