Dowling & Yahnke’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.22M | Sell |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $1.39M | Sell |
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|
2021
Q4 | $1.25M | Sell |
|
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|
2021
Q3 | $1.22M | Sell |
|
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|
2021
Q2 | $1.51M | Sell |
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|
2021
Q1 | $1.45M | Sell |
|
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|
2020
Q4 | $1.28M | Sell |
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|
2020
Q3 | $954K | Sell |
|
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|
2020
Q2 | $1.42M | Sell |
|
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|
2020
Q1 | $1.37M | Sell |
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|
2019
Q4 | $4.58M | Buy |
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|
2019
Q3 | $4.13M | Buy |
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|
2019
Q2 | $3.58M | Sell |
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|
2019
Q1 | $3.67M | Sell |
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|
2018
Q4 | $3.64M | Buy |
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|
2018
Q3 | $4.2M | Sell |
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|
2018
Q2 | $4.29M | Sell |
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|
2018
Q1 | $3.7M | Buy |
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|
2017
Q4 | $3.82M | Buy |
|
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|
2017
Q3 | $3.44M | Buy |
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|
2017
Q2 | $3.1M | Buy |
|
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|
2017
Q1 | $2.91M | Buy |
|
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|
2016
Q4 | $3.1M | Buy |
|
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|
2016
Q3 | $2.86M | Buy |
|
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|
2016
Q2 | $2.78M | Buy |
|
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|
2016
Q1 | $2.87M | Buy |
|
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|
2015
Q4 | $2.46M | Sell |
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|
2015
Q3 | $2.34M | Buy |
|
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|
2015
Q2 | $2.32M | Sell |
|
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|
2015
Q1 | $2.26M | Buy |
|
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|
2014
Q4 | $2.03M | Sell |
|
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|
2014
Q3 | $2.35M | Buy |
|
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|
2014
Q2 | $2.27M | Sell |
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|
2014
Q1 | $2.26M | Buy |
|
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|
2013
Q4 | $2.21M | Sell |
|
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|
2013
Q3 | $1.67M | Buy |
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|
2013
Q2 | $1.68M | Buy |
|