Alan B. Lancz & Associates’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 | $248K | Hold |
2,082
| – | – | 0.25% | 114 |
|
|
2025
Q1 | $257K | Hold |
2,082
| – | – | 0.27% | 99 |
|
|
2024
Q4 | $237K | Hold |
2,082
| – | – | 0.24% | 107 |
|
|
2024
Q3 | $274K | Hold |
2,082
| – | – | 0.25% | 103 |
|
|
2024
Q2 | $294K | Buy |
+2,082
| New | +$294K | 0.29% | 96 |
|
|
2023
Q4 | $266K | Hold |
1,996
| – | – | 0.28% | 103 |
|
|
2023
Q3 | $240K | Buy |
+1,996
| New | +$240K | 0.27% | 108 |
|
|
2023
Q2 | – | Sell |
-1,996
| Closed | -$202K | – | 174 |
|
|
2023
Q1 | $202K | Hold |
1,996
| – | – | 0.21% | 123 |
|
|
2022
Q4 | $206K | Hold |
1,996
| – | – | 0.21% | 127 |
|
|
2022
Q3 | $161K | Hold |
1,996
| – | – | 0.19% | 130 |
|
|
2022
Q2 | $178K | Buy |
+1,996
| New | +$178K | 0.18% | 140 |
|