Duff & Phelps Investment Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,729
| Closed | -$552K | – | 243 |
|
|
2022
Q2 | $552K | Buy |
6,729
+1,054
| +19% | +$86.5K | 0.01% | 196 |
|
|
2022
Q1 | $490K | Buy |
+5,675
| New | +$490K | 0.01% | 204 |
|
|
2021
Q2 | – | Sell |
-80,250
| Closed | -$6.54M | – | 218 |
|
|
2021
Q1 | $6.54M | Sell |
80,250
-900
| -1% | -$73.4K | 0.09% | 112 |
|
|
2020
Q4 | $5.68M | Hold |
81,150
| – | – | 0.08% | 114 |
|
|
2020
Q3 | $4.21M | Buy |
+81,150
| New | +$4.21M | 0.07% | 117 |
|