Allen Mooney & Barnes Investment Advisors’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 | $673K | Sell |
|
|||||
|
2025
Q2 | $653K | Buy |
|
|||||
|
2025
Q1 | $675K | Buy |
|
|||||
|
2024
Q4 | $617K | Buy |
|
|||||
|
2024
Q3 | $711K | Sell |
|
|||||
|
2024
Q2 | $779K | Sell |
|
|||||
|
2024
Q1 | $932K | Sell |
|
|||||
|
2023
Q4 | $767K | Buy |
|
|||||
|
2023
Q3 | $687K | Buy |
|
|||||
|
2023
Q2 | $545K | Buy |
|
|||||
|
2023
Q1 | $571K | Sell |
|
|||||
|
2022
Q4 | $616K | Buy |
|
|||||
|
2022
Q3 | $477K | Buy |
|
|||||
|
2022
Q2 | $484K | Buy |
|
|||||
|
2022
Q1 | $510K | Buy |
|