AIM
Acropolis Investment Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
1,986
-52
| -3% | -$6.2K | 0.01% | 222 |
|
|
2025
Q1 | $252K | Sell |
2,038
-112
| -5% | -$13.8K | 0.01% | 206 |
|
|
2024
Q4 | $245K | Sell |
2,150
-128
| -6% | -$14.6K | 0.01% | 218 |
|
|
2024
Q3 | $299K | Hold |
2,278
| – | – | 0.02% | 186 |
|
|
2024
Q2 | $322K | Buy |
2,278
+4
| +0.2% | +$565 | 0.02% | 178 |
|
|
2024
Q1 | $371K | Buy |
2,274
+125
| +6% | +$20.4K | 0.02% | 168 |
|
|
2023
Q4 | $286K | Sell |
2,149
-146
| -6% | -$19.4K | 0.02% | 185 |
|
|
2023
Q3 | $276K | Sell |
2,295
-130
| -5% | -$15.6K | 0.02% | 186 |
|
|
2023
Q2 | $231K | Sell |
2,425
-2,002
| -45% | -$191K | 0.02% | 188 |
|
|
2023
Q1 | $449K | Sell |
4,427
-77
| -2% | -$7.81K | 0.04% | 146 |
|
|
2022
Q4 | $469K | Buy |
4,504
+11
| +0.2% | +$1.15K | 0.04% | 133 |
|
|
2022
Q3 | $363K | Sell |
4,493
-4
| -0.1% | -$323 | 0.04% | 146 |
|
|
2022
Q2 | $369K | Buy |
4,497
+239
| +6% | +$19.6K | 0.04% | 149 |
|
|
2022
Q1 | $368K | Buy |
4,258
+408
| +11% | +$35.3K | 0.03% | 141 |
|
|
2021
Q4 | $279K | Sell |
3,850
-170
| -4% | -$12.3K | 0.03% | 161 |
|
|
2021
Q3 | $275K | Sell |
4,020
-224
| -5% | -$15.3K | 0.03% | 152 |
|
|
2021
Q2 | $364K | Sell |
4,244
-555
| -12% | -$47.6K | 0.04% | 143 |
|
|
2021
Q1 | $391K | Sell |
4,799
-1,537
| -24% | -$125K | 0.04% | 135 |
|
|
2020
Q4 | $443K | Sell |
6,336
-2,932
| -32% | -$205K | 0.05% | 117 |
|
|
2020
Q3 | $480K | Buy |
9,268
+279
| +3% | +$14.5K | 0.06% | 105 |
|
|
2020
Q2 | $646K | Buy |
8,989
+870
| +11% | +$62.5K | 0.09% | 90 |
|
|
2020
Q1 | $436K | Buy |
8,119
+3,026
| +59% | +$163K | 0.07% | 97 |
|
|
2019
Q4 | $567K | Buy |
5,093
+148
| +3% | +$16.5K | 0.08% | 95 |
|
|
2019
Q3 | $506K | Buy |
4,945
+398
| +9% | +$40.7K | 0.07% | 96 |
|
|
2019
Q2 | $425K | Sell |
4,547
-115
| -2% | -$10.7K | 0.06% | 95 |
|
|
2019
Q1 | $444K | Buy |
4,662
+1,045
| +29% | +$99.5K | 0.07% | 93 |
|
|
2018
Q4 | $312K | Buy |
3,617
+1,510
| +72% | +$130K | 0.05% | 104 |
|
|
2018
Q3 | $238K | Buy |
2,107
+1,160
| +122% | +$131K | 0.04% | 111 |
|
|
2018
Q2 | $106K | Buy |
+947
| New | +$106K | 0.02% | 141 |
|