Folger Nolan Fleming Douglas Capital 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 | $301K | Hold |
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|
2025
Q1 | $312K | Hold |
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|
2024
Q4 | $288K | Buy |
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|
2024
Q3 | $306K | Hold |
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|
2024
Q2 | $328K | Hold |
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|
2024
Q1 | $380K | Hold |
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|
2023
Q4 | $310K | Hold |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $222K | Hold |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $242K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $390K | Hold |
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|
2021
Q1 | $370K | Hold |
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|
2020
Q4 | $318K | Hold |
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|
2020
Q3 | $235K | Hold |
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|
2020
Q2 | $327K | Sell |
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|
2020
Q1 | $246K | Sell |
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|
2019
Q4 | $517K | Hold |
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|
2019
Q3 | $475K | Buy |
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|
2019
Q2 | $433K | Hold |
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|
2019
Q1 | $440K | Hold |
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|
2018
Q4 | $399K | Hold |
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|
2018
Q3 | $521K | Hold |
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|
2018
Q2 | $520K | Hold |
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|
2018
Q1 | $444K | Hold |
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|
2017
Q4 | $468K | Hold |
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|
2017
Q3 | $424K | Hold |
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|
2017
Q2 | $383K | Hold |
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|
2017
Q1 | $366K | Buy |
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|
2016
Q4 | $347K | Hold |
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|
2016
Q3 | $347K | Hold |
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|
2016
Q2 | $362K | Hold |
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|
2016
Q1 | $395K | Hold |
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|
2015
Q4 | $373K | Hold |
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|
2015
Q3 | $350K | Sell |
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|
2015
Q2 | $368K | Hold |
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|
2015
Q1 | $360K | Hold |
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|
2014
Q4 | $328K | Hold |
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|
2014
Q3 | $372K | Hold |
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|
2014
Q2 | $368K | Buy |
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|
2014
Q1 | $211K | Hold |
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|
2013
Q4 | $211K | Buy |
|