AIM
Aigen Investment Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Buy |
+2,628
| New | +$314K | 0.04% | 512 |
|
|
2025
Q1 | – | Sell |
-30,454
| Closed | -$3.47M | – | 976 |
|
|
2024
Q4 | $3.47M | Sell |
30,454
-9,269
| -23% | -$1.06M | 0.61% | 21 |
|
|
2024
Q3 | $5.22M | Buy |
39,723
+12,461
| +46% | +$1.64M | 1.02% | 1 |
|
|
2024
Q2 | $3.85M | Buy |
+27,262
| New | +$3.85M | 0.75% | 10 |
|
|
2023
Q4 | – | Sell |
-2,056
| Closed | -$247K | – | 1025 |
|
|
2023
Q3 | $247K | Sell |
2,056
-47,245
| -96% | -$5.68M | 0.05% | 591 |
|
|
2023
Q2 | $4.7M | Buy |
+49,301
| New | +$4.7M | 0.69% | 16 |
|
|
2023
Q1 | – | Sell |
-2,252
| Closed | -$234K | – | 780 |
|
|
2022
Q4 | $234K | Buy |
+2,252
| New | +$234K | 0.03% | 421 |
|
|
2022
Q2 | – | Sell |
-3,009
| Closed | -$260K | – | 689 |
|
|
2022
Q1 | $260K | Buy |
+3,009
| New | +$260K | 0.04% | 415 |
|
|
2021
Q4 | – | Sell |
-65,120
| Closed | -$4.56M | – | 1155 |
|
|
2021
Q3 | $4.56M | Buy |
+65,120
| New | +$4.56M | 0.87% | 21 |
|
|
2021
Q2 | – | Sell |
-7,952
| Closed | -$648K | – | 684 |
|
|
2021
Q1 | $648K | Buy |
+7,952
| New | +$648K | 0.09% | 249 |
|
|
2020
Q2 | – | Sell |
-88,101
| Closed | -$4.73M | – | 1194 |
|
|
2020
Q1 | $4.73M | Buy |
+88,101
| New | +$4.73M | 0.63% | 13 |
|