Kistler-Tiffany Companies’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$753K Buy
7,894
+482
+7% +$46K 0.12% 142
2023
Q1
$751K Buy
7,412
+1,640
+28% +$166K 0.14% 119
2022
Q4
$601K Buy
5,772
+1,560
+37% +$162K 0.12% 126
2022
Q3
$340K Buy
4,212
+225
+6% +$18.2K 0.08% 158
2022
Q2
$327K Hold
3,987
0.07% 159
2022
Q1
$344K Buy
3,987
+3,733
+1,470% +$322K 0.07% 165
2021
Q4
$18K Hold
254
﹤0.01% 525
2021
Q3
$18K Hold
254
﹤0.01% 517
2021
Q2
$22K Hold
254
0.01% 478
2021
Q1
$21K Hold
254
0.01% 455
2020
Q4
$18K Hold
254
0.01% 443
2020
Q3
$13K Hold
254
﹤0.01% 450
2020
Q2
$18K Hold
254
0.01% 374
2020
Q1
$28K Hold
254
0.01% 322
2019
Q4
$28K Hold
254
0.01% 329
2019
Q3
$26K Hold
254
0.01% 331
2019
Q2
$24K Sell
254
-100
-28% -$9.45K 0.01% 333
2019
Q1
$34K Sell
354
-169
-32% -$16.2K 0.01% 286
2018
Q4
$45K Hold
523
0.02% 238
2018
Q3
$59K Hold
523
0.02% 235
2018
Q2
$59K Hold
523
0.03% 231
2018
Q1
$50K Sell
523
-47
-8% -$4.49K 0.02% 275
2017
Q4
$58K Hold
570
0.02% 264
2017
Q3
$52K Hold
570
0.02% 267
2017
Q2
$47K Sell
570
-196
-26% -$16.2K 0.02% 265
2017
Q1
$61K Sell
766
-275
-26% -$21.9K 0.03% 232
2016
Q4
$90K Sell
1,041
-35
-3% -$3.03K 0.04% 197
2016
Q3
$87K Hold
1,076
0.04% 207
2016
Q2
$85K Hold
1,076
0.04% 205
2016
Q1
$93K Sell
1,076
-369
-26% -$31.9K 0.05% 187
2015
Q4
$118K Buy
1,445
+44
+3% +$3.59K 0.06% 174
2015
Q3
$108K Buy
1,401
+103
+8% +$7.94K 0.06% 179
2015
Q2
$105K Hold
1,298
0.06% 183
2015
Q1
$102K Sell
1,298
-88
-6% -$6.92K 0.06% 172
2014
Q4
$99K Hold
1,386
0.06% 171
2014
Q3
$113K Buy
1,386
+100
+8% +$8.15K 0.08% 161
2014
Q2
$103K Hold
1,286
0.07% 165
2014
Q1
$99K Hold
1,286
0.07% 164
2013
Q4
$99K Hold
1,286
0.07% 168
2013
Q3
$74K Hold
1,286
0.06% 184
2013
Q2
$76K Buy
+1,286
New +$76K 0.07% 170