Vaughan David Investments’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 | $489K | Buy |
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|
2025
Q1 | $474K | Sell |
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|
2024
Q4 | $454K | Sell |
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|
2024
Q3 | $576K | Hold |
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|
2024
Q2 | $618K | Hold |
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|
2024
Q1 | $716K | Sell |
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|
2023
Q4 | $617K | Sell |
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|
2023
Q3 | $571K | Hold |
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|
2023
Q2 | $454K | Hold |
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|
2023
Q1 | $482K | Hold |
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|
2022
Q4 | $495K | Sell |
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|
2022
Q3 | $392K | Sell |
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|
2022
Q2 | $403K | Sell |
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|
2022
Q1 | $435K | Sell |
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|
2021
Q4 | $405K | Buy |
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|
2021
Q3 | $385K | Sell |
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|
2021
Q2 | $529K | Buy |
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|
2021
Q1 | $496K | Sell |
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|
2020
Q4 | $435K | Buy |
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|
2020
Q3 | $322K | Hold |
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|
2020
Q2 | $446K | Buy |
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|
2020
Q1 | $322K | Sell |
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|
2019
Q4 | $712K | Buy |
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|
2019
Q3 | $619K | Sell |
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|
2019
Q2 | $587K | Buy |
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|
2019
Q1 | $594K | Sell |
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|
2018
Q4 | $555K | Sell |
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|
2018
Q3 | $732K | Hold |
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|
2018
Q2 | $730K | Sell |
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|
2018
Q1 | $683K | Hold |
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|
2017
Q4 | $720K | Sell |
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|
2017
Q3 | $694K | Sell |
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|
2017
Q2 | $655K | Sell |
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|
2017
Q1 | $630K | Sell |
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|
2016
Q4 | $908K | Sell |
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|
2016
Q3 | $856K | Buy |
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|
2016
Q2 | $700K | Sell |
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|
2016
Q1 | $768K | Sell |
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|
2015
Q4 | $734K | Hold |
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|
2015
Q3 | $690K | Sell |
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|
2015
Q2 | $731K | Sell |
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|
2015
Q1 | $721K | Hold |
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|
2014
Q4 | $658K | Sell |
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|
2014
Q3 | $762K | Sell |
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|
2014
Q2 | $1.02M | Sell |
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|
2014
Q1 | $1.23M | Sell |
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|
2013
Q4 | $1.25M | Sell |
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|
2013
Q3 | $1.05M | Sell |
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|
2013
Q2 | $1.14M | Buy |
|