Advantage Trust Company’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67K | Hold |
562
| – | – | 0.03% | 111 |
|
|
2025
Q1 | $69.4K | Buy |
562
+25
| +5% | +$3.09K | 0.04% | 84 |
|
|
2024
Q4 | $61.2K | Sell |
537
-54
| -9% | -$6.15K | 0.04% | 89 |
|
|
2024
Q3 | $77.7K | Sell |
591
-27
| -4% | -$3.55K | 0.05% | 79 |
|
|
2024
Q2 | $87.2K | Hold |
618
| – | – | 0.06% | 80 |
|
|
2024
Q1 | $101K | Sell |
618
-250
| -29% | -$40.8K | 0.07% | 68 |
|
|
2023
Q4 | $116K | Buy |
+868
| New | +$116K | 0.09% | 67 |
|