Edmonds Duncan Registered Investment Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $217K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $206K | Hold |
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|
2022
Q4 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $327K | Hold |
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|
2019
Q3 | $300K | Hold |
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|
2019
Q2 | $276K | Hold |
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|
2019
Q1 | $279K | Hold |
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|
2018
Q4 | $253K | Hold |
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|
2018
Q3 | $331K | Hold |
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|
2018
Q2 | $329K | Hold |
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|
2018
Q1 | $281K | Hold |
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|
2017
Q4 | $296K | Hold |
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|
2017
Q3 | $277K | Hold |
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|
2017
Q2 | $243K | Sell |
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|
2017
Q1 | $240K | Sell |
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|
2016
Q4 | $299K | Hold |
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|
2016
Q3 | $274K | Hold |
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|
2016
Q2 | $269K | Hold |
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|
2016
Q1 | $300K | Hold |
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|
2015
Q4 | $284K | Buy |
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