DY
Dowling & Yahnke’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.22M | Sell |
15,058
-219
| -1% | -$17.7K | 0.06% | 209 |
|
|
2022
Q2 | $1.25M | Sell |
15,277
-814
| -5% | -$66.8K | 0.06% | 211 |
|
|
2022
Q1 | $1.39M | Sell |
16,091
-1,122
| -7% | -$96.9K | 0.06% | 199 |
|
|
2021
Q4 | $1.25M | Sell |
17,213
-238
| -1% | -$17.2K | 0.06% | 210 |
|
|
2021
Q3 | $1.22M | Sell |
17,451
-169
| -1% | -$11.8K | 0.07% | 203 |
|
|
2021
Q2 | $1.51M | Sell |
17,620
-182
| -1% | -$15.6K | 0.09% | 180 |
|
|
2021
Q1 | $1.45M | Sell |
17,802
-485
| -3% | -$39.6K | 0.1% | 175 |
|
|
2020
Q4 | $1.28M | Sell |
18,287
-119
| -0.6% | -$8.32K | 0.09% | 180 |
|
|
2020
Q3 | $954K | Sell |
18,406
-1,329
| -7% | -$68.9K | 0.08% | 190 |
|
|
2020
Q2 | $1.42M | Sell |
19,735
-5,789
| -23% | -$416K | 0.12% | 161 |
|
|
2020
Q1 | $1.37M | Sell |
25,524
-15,584
| -38% | -$836K | 0.13% | 158 |
|
|
2019
Q4 | $4.58M | Buy |
41,108
+768
| +2% | +$85.6K | 0.35% | 86 |
|
|
2019
Q3 | $4.13M | Buy |
40,340
+2,056
| +5% | +$211K | 0.34% | 88 |
|
|
2019
Q2 | $3.58M | Sell |
38,284
-276
| -0.7% | -$25.8K | 0.3% | 96 |
|
|
2019
Q1 | $3.67M | Sell |
38,560
-364
| -0.9% | -$34.6K | 0.35% | 84 |
|
|
2018
Q4 | $3.64M | Buy |
38,924
+1,644
| +4% | +$154K | 0.38% | 82 |
|
|
2018
Q3 | $4.2M | Sell |
37,280
-891
| -2% | -$100K | 0.37% | 85 |
|
|
2018
Q2 | $4.29M | Sell |
38,171
-361
| -0.9% | -$40.5K | 0.4% | 82 |
|
|
2018
Q1 | $3.7M | Buy |
38,532
+770
| +2% | +$73.9K | 0.35% | 94 |
|
|
2017
Q4 | $3.82M | Buy |
37,762
+186
| +0.5% | +$18.8K | 0.35% | 90 |
|
|
2017
Q3 | $3.44M | Buy |
37,576
+54
| +0.1% | +$4.95K | 0.35% | 95 |
|
|
2017
Q2 | $3.1M | Buy |
37,522
+771
| +2% | +$63.8K | 0.33% | 100 |
|
|
2017
Q1 | $2.91M | Buy |
36,751
+885
| +2% | +$70.1K | 0.31% | 102 |
|
|
2016
Q4 | $3.1M | Buy |
35,866
+377
| +1% | +$32.6K | 0.35% | 96 |
|
|
2016
Q3 | $2.86M | Buy |
35,489
+483
| +1% | +$38.9K | 0.33% | 102 |
|
|
2016
Q2 | $2.78M | Buy |
35,006
+1,845
| +6% | +$146K | 0.33% | 100 |
|
|
2016
Q1 | $2.87M | Buy |
33,161
+3,038
| +10% | +$263K | 0.35% | 92 |
|
|
2015
Q4 | $2.46M | Sell |
30,123
-301
| -1% | -$24.6K | 0.31% | 103 |
|
|
2015
Q3 | $2.34M | Buy |
30,424
+1,668
| +6% | +$128K | 0.32% | 101 |
|
|
2015
Q2 | $2.32M | Sell |
28,756
-14
| -0% | -$1.13K | 0.29% | 104 |
|
|
2015
Q1 | $2.26M | Buy |
28,770
+411
| +1% | +$32.3K | 0.28% | 106 |
|
|
2014
Q4 | $2.03M | Sell |
28,359
-519
| -2% | -$37.2K | 0.25% | 114 |
|
|
2014
Q3 | $2.35M | Buy |
28,878
+631
| +2% | +$51.3K | 0.31% | 103 |
|
|
2014
Q2 | $2.27M | Sell |
28,247
-1,125
| -4% | -$90.5K | 0.29% | 104 |
|
|
2014
Q1 | $2.26M | Buy |
29,372
+783
| +3% | +$60.3K | 0.3% | 103 |
|
|
2013
Q4 | $2.21M | Sell |
28,589
-313
| -1% | -$24.1K | 0.31% | 101 |
|
|
2013
Q3 | $1.67M | Buy |
28,902
+464
| +2% | +$26.8K | 0.26% | 110 |
|
|
2013
Q2 | $1.68M | Buy |
+28,438
| New | +$1.68M | 0.28% | 110 |
|