L. Roy Papp & Associates’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,433
Closed -$234K 177
2024
Q1
$234K Buy
+1,433
New +$234K 0.03% 162
2020
Q1
Sell
-2,087
Closed -$233K 163
2019
Q4
$233K Buy
2,087
+69
+3% +$7.7K 0.03% 162
2019
Q3
$207K Buy
+2,018
New +$207K 0.03% 163