Morgan Dempsey 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 | $25.5K | Sell |
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|
2025
Q1 | $37.2K | Sell |
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|
2024
Q4 | $47.3K | Sell |
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|
2024
Q3 | $5.96M | Sell |
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|
2024
Q2 | $9.18M | Sell |
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|
2024
Q1 | $13.2M | Sell |
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|
2023
Q4 | $11.9M | Sell |
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|
2023
Q3 | $13.9M | Sell |
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|
2023
Q2 | $11.4M | Sell |
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|
2023
Q1 | $12.3M | Buy |
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|
2022
Q4 | $12.3M | Buy |
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|
2022
Q3 | $9.21M | Buy |
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|
2022
Q2 | $7.29M | Buy |
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|
2022
Q1 | $7.45M | Buy |
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|
2021
Q4 | $5.97M | Buy |
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|
2021
Q3 | $3.37M | Sell |
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|
2021
Q2 | $4.34M | Buy |
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