DWAM
Duncan Williams Asset Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Hold |
2,287
| – | – | 0.09% | 128 |
|
|
2025
Q1 | $282K | Sell |
2,287
-35
| -2% | -$4.32K | 0.1% | 116 |
|
|
2024
Q4 | $265K | Hold |
2,322
| – | – | 0.1% | 118 |
|
|
2024
Q3 | $305K | Buy |
2,322
+322
| +16% | +$42.3K | 0.17% | 100 |
|
|
2024
Q2 | $282K | Hold |
2,000
| – | – | 0.24% | 59 |
|
|
2024
Q1 | $327K | Buy |
+2,000
| New | +$327K | 0.29% | 54 |
|