Alan B. Lancz & Associates’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 | $283K | Hold |
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|
2025
Q2 | $248K | Hold |
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|
2025
Q1 | $257K | Hold |
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|
2024
Q4 | $237K | Hold |
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|
2024
Q3 | $274K | Hold |
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|
2024
Q2 | $294K | Buy |
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|
2023
Q4 | $266K | Hold |
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|
2023
Q3 | $240K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $202K | Hold |
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|
2022
Q4 | $206K | Hold |
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|
2022
Q3 | $161K | Hold |
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|
2022
Q2 | $178K | Buy |
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