PWMAI
DCP

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s DCP Midstream, LP DCP Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio DCP Stock Details DCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-552
Closed -$23.1K – 336
2023
Q1 		$23.1K Buy
552
+5
+0.9% +$208 0.02% 195
2022
Q4 		$21.2K Buy
+547
New +$21.2K 0.02% 190

Other funds holding DCP

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IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DCP Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of DCP Midstream, LP (DCP) in Q2 2023, closing a stake of 552 shares — an estimated $23.1K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DCP in Q4 2022 and held it in 2 quarters. The position peaked at $23.1K in Q1 2023. 1 fund tracked by Wall St. Rank holds DCP as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining DCP Midstream, LP position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 552 DCP Midstream, LP shares in Q2 2023, an estimated $23.1K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DCP Midstream, LP in Q4 2022 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DCP Midstream, LP position peaked at $23.1K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held DCP Midstream, LP as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.