Newman Dignan & Sheerar Inc’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
Q3
$225K Buy
2024
Q2
Sell
2024
Q1
$221K Buy
2020
Q1
Sell
2019
Q4
$207 Buy
2019
Q3
Sell
2019
Q2
$202 Buy
2018
Q4
Sell
2018
Q3
$219K Hold
2018
Q2
$208 Buy