DBIA
Dumont & Blake Investment Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,262
| Closed | -$206K | – | 203 |
|
|
2024
Q1 | $206K | Sell |
1,262
-320
| -20% | -$52.3K | 0.06% | 188 |
|
|
2023
Q4 | $211K | Sell |
1,582
-375
| -19% | -$50K | 0.07% | 182 |
|
|
2023
Q3 | $235K | Buy |
+1,957
| New | +$235K | 0.08% | 168 |
|
|
2023
Q2 | – | Sell |
-2,322
| Closed | -$235K | – | 195 |
|
|
2023
Q1 | $235K | Hold |
2,322
| – | – | 0.08% | 175 |
|
|
2022
Q4 | $242K | Buy |
+2,322
| New | +$242K | 0.09% | 169 |
|
|
2013
Q4 | – | Sell |
-8,138
| Closed | -$471K | – | 151 |
|
|
2013
Q3 | $471K | Hold |
8,138
| – | – | 0.22% | 121 |
|
|
2013
Q2 | $479K | Buy |
+8,138
| New | +$479K | 0.29% | 103 |
|