AFA
AA Financial Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Buy |
6,932
+1,576
| +29% | +$188K | 0.18% | 82 |
|
|
2025
Q1 | $661K | Buy |
5,356
+100
| +2% | +$12.3K | 0.16% | 85 |
|
|
2024
Q4 | $599K | Buy |
5,256
+415
| +9% | +$47.3K | 0.16% | 88 |
|
|
2024
Q3 | $636K | Buy |
4,841
+381
| +9% | +$50.1K | 0.18% | 86 |
|
|
2024
Q2 | $630K | Buy |
4,460
+723
| +19% | +$102K | 0.22% | 81 |
|
|
2024
Q1 | $610K | Buy |
+3,737
| New | +$610K | 0.25% | 80 |
|