Duncan Williams Asset Management’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$273K Hold
2025
Q1
$282K Sell
2024
Q4
$265K Hold
2024
Q3
$305K Buy
2024
Q2
$282K Hold
2024
Q1
$327K Buy