Dover Advisors’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,011
Closed -$305K 110
2023
Q1
$305K Buy
3,011
+342
+13% +$34.7K 0.29% 83
2022
Q4
$278K Buy
+2,669
New +$278K 0.3% 80