Douglas Lane & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $265K | Sell |
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|
2025
Q2 | $240K | Sell |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $243K | Sell |
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|
2024
Q3 | $281K | Buy |
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|
2024
Q2 | $295K | Buy |
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|
2024
Q1 | $320K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Sell |
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|
2021
Q1 | $200K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $254K | Sell |
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|
2017
Q4 | $279K | Sell |
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|
2017
Q3 | $291K | Buy |
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|
2017
Q2 | $255K | Sell |
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|
2017
Q1 | $276K | Sell |
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|
2016
Q4 | $302K | Sell |
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|
2016
Q3 | $303K | Sell |
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|
2016
Q2 | $302K | Buy |
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