AA
Addison Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Hold |
1,354
| – | – | 0.04% | 246 |
|
|
2025
Q1 | $167K | Sell |
1,354
-14
| -1% | -$1.73K | 0.05% | 232 |
|
|
2024
Q4 | $156K | Hold |
1,368
| – | – | 0.04% | 241 |
|
|
2024
Q3 | $180K | Hold |
1,368
| – | – | 0.05% | 232 |
|
|
2024
Q2 | $193K | Hold |
1,368
| – | – | 0.06% | 200 |
|
|
2024
Q1 | $223K | Hold |
1,368
| – | – | 0.08% | 172 |
|
|
2023
Q4 | $182K | Buy |
1,368
+666
| +95% | +$88.7K | 0.07% | 187 |
|
|
2023
Q3 | $84.3K | Hold |
702
| – | – | 0.04% | 267 |
|
|
2023
Q2 | $67K | Hold |
702
| – | – | 0.03% | 283 |
|
|
2023
Q1 | $71.2K | Sell |
702
-5
| -0.7% | -$507 | 0.04% | 259 |
|
|
2022
Q4 | $73.6K | Hold |
707
| – | – | 0.04% | 251 |
|
|
2022
Q3 | $57K | Hold |
707
| – | – | 0.04% | 247 |
|
|
2022
Q2 | $58K | Hold |
707
| – | – | 0.04% | 244 |
|
|
2022
Q1 | $61K | Hold |
707
| – | – | 0.03% | 256 |
|
|
2021
Q4 | $51K | Buy |
707
+5
| +0.7% | +$361 | 0.03% | 245 |
|
|
2021
Q3 | $49K | Hold |
702
| – | – | 0.04% | 184 |
|
|
2021
Q2 | $60K | Buy |
+702
| New | +$60K | 0.05% | 167 |
|
|
2020
Q4 | $49K | Buy |
+702
| New | +$49K | 0.05% | 178 |
|