Affinity Investment 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
Q4 | $333K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $677K | Sell |
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|
2024
Q1 | $962K | Buy |
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|
2023
Q4 | $363K | Sell |
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|
2023
Q3 | $374K | Sell |
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|
2023
Q2 | $382K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.01M | Sell |
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|
2016
Q4 | $13.8M | Sell |
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|
2016
Q3 | $14.5M | Sell |
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|
2016
Q2 | $16.2M | Buy |
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|
2016
Q1 | $16M | Sell |
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|
2015
Q4 | $17.2M | Buy |
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|
2015
Q3 | $15.6M | Buy |
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|
2015
Q2 | $15.2M | Sell |
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|
2015
Q1 | $16.8M | Buy |
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