Addison Advisors’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 | $162K | Hold |
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|
2025
Q1 | $167K | Sell |
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|
2024
Q4 | $156K | Hold |
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|
2024
Q3 | $180K | Hold |
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|
2024
Q2 | $193K | Hold |
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|
2024
Q1 | $223K | Hold |
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|
2023
Q4 | $182K | Buy |
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|
2023
Q3 | $84.3K | Hold |
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|
2023
Q2 | $67K | Hold |
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|
2023
Q1 | $71.2K | Sell |
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|
2022
Q4 | $73.6K | Hold |
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|
2022
Q3 | $57K | Hold |
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|
2022
Q2 | $58K | Hold |
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|
2022
Q1 | $61K | Hold |
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|
2021
Q4 | $51K | Buy |
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|
2021
Q3 | $49K | Hold |
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|
2021
Q2 | $60K | Buy |
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|
2020
Q4 | $49K | Buy |
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