Kistler-Tiffany Companies’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $753K | Buy |
7,894
+482
| +7% | +$46.9K | 0.12% | 142 |
|
|
2023
Q1 | $751K | Buy |
7,412
+1,640
| +28% | +$167K | 0.14% | 119 |
|
|
2022
Q4 | $601K | Buy |
5,772
+1,560
| +37% | +$160K | 0.12% | 126 |
|
|
2022
Q3 | $340K | Buy |
4,212
+225
| +6% | +$19.2K | 0.08% | 158 |
|
|
2022
Q2 | $327K | Hold |
3,987
| – | – | 0.07% | 159 |
|
|
2022
Q1 | $344K | Buy |
3,987
+3,733
| +1,470% | +$314K | 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% | -$8.97K | 0.01% | 333 |
|
|
2019
Q1 | $34K | Sell |
354
-169
| -32% | -$16.1K | 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% | -$4.58K | 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% | -$15.4K | 0.02% | 265 |
|
|
2017
Q1 | $61K | Sell |
766
-275
| -26% | -$22.2K | 0.03% | 232 |
|
|
2016
Q4 | $90K | Sell |
1,041
-35
| -3% | -$2.91K | 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% | -$30K | 0.05% | 187 |
|
|
2015
Q4 | $118K | Buy |
1,445
+44
| +3% | +$3.8K | 0.06% | 174 |
|
|
2015
Q3 | $108K | Buy |
1,401
+103
| +8% | +$8.19K | 0.06% | 179 |
|
|
2015
Q2 | $105K | Hold |
1,298
| – | – | 0.06% | 183 |
|
|
2015
Q1 | $102K | Sell |
1,298
-88
| -6% | -$6.46K | 0.06% | 172 |
|
|
2014
Q4 | $99K | Hold |
1,386
| – | – | 0.06% | 171 |
|
|
2014
Q3 | $113K | Buy |
1,386
+100
| +8% | +$8.32K | 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 | +$80.8K | 0.07% | 170 |
|
Other funds holding PSX
Kistler-Tiffany Companies's PSX Position: Q2 2023 in Review
Kistler-Tiffany Companies increased its Phillips 66 (PSX) stake by 6.5% in Q2 2023, buying an estimated $46.9K and bringing the position to 7,894 shares worth $753K. The position accounts for 0.12% of the portfolio, ranked #142.
Kistler-Tiffany Companies first reported a position in PSX in Q2 2013 and has held it in 41 quarters since. 1,539 funds tracked by Wall St. Rank hold PSX as of Q2 2023.
- Kistler-Tiffany Companies held 7,894 shares of Phillips 66 worth $753K as of Q2 2023.
- Kistler-Tiffany Companies bought 482 Phillips 66 shares in Q2 2023, an estimated $46.9K.
- Phillips 66 made up 0.12% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #142 holding.
- Kistler-Tiffany Companies first reported a position in Phillips 66 in Q2 2013 and has held it in 41 quarters since.
- 1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.
Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.