Accordant Advisory Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,857
| Closed | -$1.12M | – | 153 |
|
|
2024
Q4 | $1.12M | Buy |
9,857
+9
| +0.1% | +$1.03K | 1.08% | 24 |
|
|
2024
Q3 | $1.29M | Buy |
9,848
+2,048
| +26% | +$269K | 1.03% | 29 |
|
|
2024
Q2 | $1.1M | Buy |
7,800
+1,173
| +18% | +$166K | 1.04% | 32 |
|
|
2024
Q1 | $1.08M | Buy |
+6,627
| New | +$1.08M | 0.81% | 36 |
|