Allen Capital 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
Q2 | $740K | Buy |
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|
2025
Q1 | $697K | Buy |
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|
2024
Q4 | $642K | Buy |
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|
2024
Q3 | $706K | Sell |
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|
2024
Q2 | $791K | Sell |
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|
2024
Q1 | $976K | Buy |
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|
2023
Q4 | $785K | Sell |
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|
2023
Q3 | $712K | Buy |
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|
2023
Q2 | $570K | Buy |
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|
2023
Q1 | $604K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $487K | Sell |
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|
2022
Q2 | $499K | Buy |
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|
2022
Q1 | $526K | Sell |
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|
2021
Q4 | $486K | Buy |
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|
2021
Q3 | $427K | Buy |
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|
2021
Q2 | $523K | Sell |
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|
2021
Q1 | $503K | Sell |
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|
2020
Q4 | $432K | Buy |
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|
2020
Q3 | $317K | Sell |
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|
2020
Q2 | $454K | Sell |
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|
2020
Q1 | $370K | Sell |
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|
2019
Q4 | $938K | Sell |
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|
2019
Q3 | $956K | Sell |
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|
2019
Q2 | $876K | Sell |
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|
2019
Q1 | $1.23M | Sell |
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|
2018
Q4 | $1.32M | Buy |
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|
2018
Q3 | $1.54M | Sell |
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|
2018
Q2 | $1.56M | Sell |
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|
2018
Q1 | $1.35M | Buy |
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|
2017
Q4 | $1.37M | Buy |
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