Dumont & Blake Investment Advisors’s Phillips 66 PSX Stock Holding History

Dumont & Blake Investment Advisors’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$210K	Buy
2024 Q2	–	Sell
2024 Q1	$206K	Sell
2023 Q4	$211K	Sell
2023 Q3	$235K	Buy
2023 Q2	–	Sell
2023 Q1	$235K	Hold
2022 Q4	$242K	Buy
2013 Q4	–	Sell
2013 Q3	$471K	Hold
2013 Q2	$479K	Buy