Gamble Jones Investment Counsel’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $273K | Buy |
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|
2022
Q1 | $287K | Sell |
|
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|
2021
Q4 | $252K | Buy |
|
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|
2021
Q3 | $242K | Buy |
|
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|
2021
Q2 | $295K | Buy |
|
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|
2021
Q1 | $280K | Sell |
|
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|
2020
Q4 | $254K | Sell |
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|
2020
Q3 | $232K | Hold |
|
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|
2020
Q2 | $321K | Sell |
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|
2020
Q1 | $282K | Sell |
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|
2019
Q4 | $906K | Buy |
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|
2019
Q3 | $779K | Hold |
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|
2019
Q2 | $712K | Sell |
|
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|
2019
Q1 | $734K | Sell |
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|
2018
Q4 | $710K | Sell |
|
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|
2018
Q3 | $1.01M | Sell |
|
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|
2018
Q2 | $1.03M | Sell |
|
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|
2018
Q1 | $891K | Sell |
|
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|
2017
Q4 | $1.01M | Sell |
|
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|
2017
Q3 | $964K | Sell |
|
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|
2017
Q2 | $873K | Buy |
|
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|
2017
Q1 | $831K | Sell |
|
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|
2016
Q4 | $914K | Sell |
|
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|
2016
Q3 | $863K | Sell |
|
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|
2016
Q2 | $855K | Sell |
|
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|
2016
Q1 | $1.08M | Sell |
|
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|
2015
Q4 | $1.07M | Sell |
|
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|
2015
Q3 | $1.08M | Sell |
|
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|
2015
Q2 | $1.15M | Sell |
|
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|
2015
Q1 | $1.13M | Buy |
|
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|
2014
Q4 | $1.01M | Buy |
|
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|
2014
Q3 | $1.08M | Sell |
|
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|
2014
Q2 | $1.14M | Buy |
|
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|
2014
Q1 | $1.09M | Sell |
|
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|
2013
Q4 | $1.11M | Sell |
|
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|
2013
Q3 | $928K | Sell |
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|
2013
Q2 | $967K | Buy |
|