Tiemann Investment Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
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2024
Q2 | $194K | Sell |
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2024
Q1 | $266K | Hold |
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2023
Q4 | $217K | Buy |
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2020
Q3 | – | Sell |
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2020
Q2 | $255K | Sell |
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2020
Q1 | $193K | Sell |
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2019
Q4 | $426K | Sell |
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2019
Q3 | $403K | Hold |
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2019
Q2 | $368K | Hold |
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2019
Q1 | $375K | Hold |
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2018
Q4 | $339K | Hold |
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2018
Q3 | $444K | Hold |
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2018
Q2 | $442K | Sell |
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2018
Q1 | $387K | Buy |
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2017
Q4 | $383K | Sell |
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2017
Q3 | $351K | Hold |
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2017
Q2 | $317K | Hold |
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2017
Q1 | $304K | Sell |
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2016
Q4 | $334K | Hold |
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2016
Q3 | $312K | Hold |
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2016
Q2 | $307K | Sell |
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2016
Q1 | $394K | Buy |
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2015
Q4 | $335K | Buy |
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2015
Q3 | $313K | Sell |
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2015
Q2 | $344K | Buy |
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2015
Q1 | $310K | Sell |
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2014
Q4 | $320K | Sell |
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2014
Q3 | $379K | Sell |
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2014
Q2 | $376K | Buy |
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2014
Q1 | $356K | Hold |
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2013
Q4 | $356K | Buy |
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