Duncker Streett & Co’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
Q3 | $75.6K | Hold |
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|
2025
Q2 | $66.3K | Hold |
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|
2025
Q1 | $68.7K | Hold |
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|
2024
Q4 | $63.3K | Sell |
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|
2024
Q3 | $86.2K | Hold |
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|
2024
Q2 | $92.6K | Hold |
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|
2024
Q1 | $107K | Hold |
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|
2023
Q4 | $87.3K | Sell |
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|
2023
Q3 | $82.2K | Hold |
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|
2023
Q2 | $65.2K | Buy |
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|
2023
Q1 | $60.8K | Sell |
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|
2022
Q4 | $63.8K | Hold |
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|
2022
Q3 | $49K | Sell |
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|
2022
Q2 | $52K | Hold |
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|
2022
Q1 | $55K | Sell |
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|
2021
Q4 | $92K | Hold |
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|
2021
Q3 | $89K | Sell |
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|
2021
Q2 | $113K | Sell |
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|
2021
Q1 | $156K | Buy |
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|
2020
Q4 | $131K | Hold |
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|
2020
Q3 | $97K | Sell |
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|
2020
Q2 | $142K | Sell |
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|
2020
Q1 | $117K | Sell |
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|
2019
Q4 | $291K | Hold |
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|
2019
Q3 | $268K | Hold |
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|
2019
Q2 | $244K | Hold |
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|
2019
Q1 | $249K | Hold |
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|
2018
Q4 | $225K | Hold |
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|
2018
Q3 | $295K | Hold |
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|
2018
Q2 | $293K | Sell |
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|
2018
Q1 | $299K | Buy |
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|
2017
Q4 | $300K | Buy |
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|
2017
Q3 | $226K | Sell |
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|
2017
Q2 | $245K | Sell |
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|
2017
Q1 | $238K | Hold |
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|
2016
Q4 | $259K | Hold |
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|
2016
Q3 | $242K | Buy |
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|
2016
Q2 | $69K | Hold |
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|
2016
Q1 | $76K | Sell |
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|
2015
Q4 | $76K | Buy |
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|
2015
Q3 | $61K | Buy |
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|
2015
Q2 | $60K | Hold |
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|
2015
Q1 | $59K | Sell |
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|
2014
Q4 | $59K | Hold |
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|
2014
Q3 | $67K | Hold |
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|
2014
Q2 | $66K | Hold |
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|
2014
Q1 | $64K | Buy |
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|
2013
Q4 | $48K | Buy |
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|
2013
Q3 | $34K | Sell |
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|
2013
Q2 | $43K | Buy |
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