AFG
Albion Financial Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.99K | Sell |
67
-60
| -47% | -$7.16K | ﹤0.01% | 382 |
|
|
2025
Q1 | $15.7K | Hold |
127
| – | – | ﹤0.01% | 334 |
|
|
2024
Q4 | $14.5K | Buy |
+127
| New | +$14.5K | ﹤0.01% | 363 |
|
|
2023
Q2 | – | Sell |
-66
| Closed | -$6.69K | – | 492 |
|
|
2023
Q1 | $6.69K | Hold |
66
| – | – | ﹤0.01% | 324 |
|
|
2022
Q4 | $6.87K | Hold |
66
| – | – | ﹤0.01% | 327 |
|
|
2022
Q3 | $5K | Hold |
66
| – | – | ﹤0.01% | 348 |
|
|
2022
Q2 | $5K | Sell |
66
-2,400
| -97% | -$182K | ﹤0.01% | 359 |
|
|
2022
Q1 | $213K | Hold |
2,466
| – | – | 0.02% | 191 |
|
|
2021
Q4 | $179K | Buy |
2,466
+2,400
| +3,636% | +$174K | 0.01% | 217 |
|
|
2021
Q3 | $5K | Hold |
66
| – | – | ﹤0.01% | 412 |
|
|
2021
Q2 | $6K | Buy |
+66
| New | +$6K | ﹤0.01% | 399 |
|
|
2020
Q4 | $5K | Buy |
+66
| New | +$5K | ﹤0.01% | 384 |
|
|
2020
Q1 | – | Sell |
-2,619
| Closed | -$292K | – | 217 |
|
|
2019
Q4 | $292K | Hold |
2,619
| – | – | 0.03% | 174 |
|
|
2019
Q3 | $268K | Hold |
2,619
| – | – | 0.03% | 171 |
|
|
2019
Q2 | $245K | Hold |
2,619
| – | – | 0.03% | 182 |
|
|
2019
Q1 | $249K | Hold |
2,619
| – | – | 0.03% | 172 |
|
|
2018
Q4 | $226K | Hold |
2,619
| – | – | 0.04% | 174 |
|
|
2018
Q3 | $295K | Hold |
2,619
| – | – | 0.04% | 163 |
|
|
2018
Q2 | $294K | Buy |
2,619
+47
| +2% | +$5.28K | 0.04% | 164 |
|
|
2018
Q1 | $247K | Buy |
2,572
+1
| +0% | +$96 | 0.04% | 171 |
|
|
2017
Q4 | $260K | Hold |
2,571
| – | – | 0.04% | 166 |
|
|
2017
Q3 | $236K | Hold |
2,571
| – | – | 0.04% | 172 |
|
|
2017
Q2 | $213K | Hold |
2,571
| – | – | 0.04% | 176 |
|
|
2017
Q1 | $204K | Hold |
2,571
| – | – | 0.03% | 179 |
|
|
2016
Q4 | $222K | Hold |
2,571
| – | – | 0.04% | 160 |
|
|
2016
Q3 | $207K | Buy |
2,571
+5
| +0.2% | +$403 | 0.04% | 172 |
|
|
2016
Q2 | $204K | Hold |
2,566
| – | – | 0.04% | 168 |
|
|
2016
Q1 | $222K | Hold |
2,566
| – | – | 0.04% | 161 |
|
|
2015
Q4 | $210K | Buy |
+2,566
| New | +$210K | 0.04% | 160 |
|
|
2015
Q3 | – | Sell |
-2,566
| Closed | -$207K | – | 190 |
|
|
2015
Q2 | $207K | Hold |
2,566
| – | – | 0.03% | 166 |
|
|
2015
Q1 | $202K | Buy |
+2,566
| New | +$202K | 0.03% | 166 |
|
|
2014
Q4 | – | Sell |
-2,839
| Closed | -$231K | – | 184 |
|
|
2014
Q3 | $231K | Buy |
2,839
+203
| +8% | +$16.5K | 0.04% | 159 |
|
|
2014
Q2 | $212K | Hold |
2,636
| – | – | 0.04% | 177 |
|
|
2014
Q1 | $203K | Hold |
2,636
| – | – | 0.04% | 177 |
|
|
2013
Q4 | $203K | Buy |
+2,636
| New | +$203K | 0.04% | 159 |
|