RE Dickinson Investment Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $49K | Hold |
43
| – | – | ﹤0.01% | 190 |
|
|
2024
Q3 | $5.65K | Hold |
43
| – | – | ﹤0.01% | 182 |
|
|
2024
Q2 | $6.07K | Hold |
43
| – | – | ﹤0.01% | 174 |
|
|
2024
Q1 | $7K | Hold |
43
| – | – | ﹤0.01% | 171 |
|
|
2023
Q4 | $6K | Hold |
43
| – | – | ﹤0.01% | 180 |
|
|
2023
Q3 | $5K | Hold |
43
| – | – | ﹤0.01% | 201 |
|
|
2023
Q2 | $4K | Hold |
43
| – | – | ﹤0.01% | 299 |
|
|
2023
Q1 | $4K | Hold |
43
| – | – | ﹤0.01% | 322 |
|
|
2022
Q4 | $4K | Hold |
43
| – | – | ﹤0.01% | 305 |
|
|
2022
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 205 |
|
|
2022
Q2 | $4 | Hold |
43
| – | – | ﹤0.01% | 218 |
|
|
2022
Q1 | $4K | Hold |
43
| – | – | ﹤0.01% | 231 |
|
|
2021
Q4 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 246 |
|