Aldebaran Financial’s Phillips 66 PSX Stock Holding History

Aldebaran Financial’s Portfolio PSX Stock Details PSX Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$240K	Buy
2024 Q3	–	Sell
2024 Q2	$200K	Hold
2024 Q1	$232K	Sell
2023 Q4	$259K	Hold
2023 Q3	$234K	Sell
2023 Q2	$238K	Sell
2023 Q1	$290K	Sell
2022 Q4	$475K	Sell
2022 Q3	$406K	Buy
2022 Q2	$382K	Sell
2022 Q1	$416K	Hold
2021 Q4	$349K	Hold
2021 Q3	$337K	Buy
2021 Q2	$393K	Sell
2021 Q1	$373K	Sell
2020 Q4	$342K	Sell
2020 Q3	$278K	Sell
2020 Q2	$754K	Sell
2020 Q1	$957K	Sell
2019 Q4	$2.04M	Sell
2019 Q3	$2.36M	Sell
2019 Q2	$2.28M	Buy
2019 Q1	$2.2M	Sell
2018 Q4	$2.01M	Sell
2018 Q3	$2.67M	Sell
2018 Q2	$2.7M	Sell
2018 Q1	$2.55M	Buy
2017 Q4	$2.68M	Sell
2017 Q3	$2.46M	Sell
2017 Q2	$2.23M	Buy
2017 Q1	$2.11M	Buy
2016 Q4	$2.14M	Sell
2016 Q3	$2.22M	Sell
2016 Q2	$2.09M	Buy
2016 Q1	$2.23M	Sell
2015 Q4	$2.08M	Buy
2015 Q3	$1.99M	Sell
2015 Q2	$2.1M	Sell
2015 Q1	$2.05M	Buy
2014 Q4	$1.8M	Sell
2014 Q3	$2.27M	Sell
2014 Q2	$2.48M	Buy
2014 Q1	$2.37M	Sell
2013 Q4	$2.5M	Buy