Albion Financial Group’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 | $9.11K | Hold |
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|
2025
Q2 | $7.99K | Sell |
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|
2025
Q1 | $15.7K | Hold |
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|
2024
Q4 | $14.5K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $6.69K | Hold |
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|
2022
Q4 | $6.87K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Sell |
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|
2022
Q1 | $213K | Hold |
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|
2021
Q4 | $179K | Buy |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $6K | Buy |
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|
2020
Q4 | $5K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $292K | Hold |
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|
2019
Q3 | $268K | Hold |
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|
2019
Q2 | $245K | Hold |
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|
2019
Q1 | $249K | Hold |
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|
2018
Q4 | $226K | Hold |
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|
2018
Q3 | $295K | Hold |
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|
2018
Q2 | $294K | Buy |
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|
2018
Q1 | $247K | Buy |
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|
2017
Q4 | $260K | Hold |
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|
2017
Q3 | $236K | Hold |
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|
2017
Q2 | $213K | Hold |
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|
2017
Q1 | $204K | Hold |
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|
2016
Q4 | $222K | Hold |
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|
2016
Q3 | $207K | Buy |
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|
2016
Q2 | $204K | Hold |
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|
2016
Q1 | $222K | Hold |
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|
2015
Q4 | $210K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $207K | Hold |
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|
2015
Q1 | $202K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $231K | Buy |
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|
2014
Q2 | $212K | Hold |
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|
2014
Q1 | $203K | Hold |
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|
2013
Q4 | $203K | Buy |
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