Advantage Trust Company’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
Q3
$22K Sell
2025
Q2
$67K Hold
2025
Q1
$69.4K Buy
2024
Q4
$61.2K Sell
2024
Q3
$77.7K Sell
2024
Q2
$87.2K Hold
2024
Q1
$101K Sell
2023
Q4
$116K Buy