Wendell David Associates’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $238K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $256K | Hold |
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|
2019
Q3 | $235K | Hold |
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|
2019
Q2 | $215K | Hold |
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|
2019
Q1 | $219K | Sell |
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|
2018
Q4 | $242K | Hold |
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|
2018
Q3 | $317K | Hold |
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|
2018
Q2 | $316K | Buy |
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|
2018
Q1 | $212K | Sell |
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|
2017
Q4 | $251K | Hold |
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|
2017
Q3 | $227K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $215K | Sell |
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|
2016
Q3 | $212K | Hold |
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|
2016
Q2 | $208K | Hold |
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|
2016
Q1 | $229K | Buy |
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