AMBIA
Allen Mooney & Barnes Investment Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Buy |
5,471
+5
| +0.1% | +$597 | 0.11% | 87 |
|
|
2025
Q1 | $675K | Buy |
5,466
+52
| +1% | +$6.42K | 0.11% | 85 |
|
|
2024
Q4 | $617K | Buy |
5,414
+5
| +0.1% | +$570 | 0.1% | 88 |
|
|
2024
Q3 | $711K | Sell |
5,409
-112
| -2% | -$14.7K | 0.12% | 83 |
|
|
2024
Q2 | $779K | Sell |
5,521
-115
| -2% | -$16.2K | 0.14% | 81 |
|
|
2024
Q1 | $932K | Sell |
5,636
-122
| -2% | -$20.2K | 0.18% | 73 |
|
|
2023
Q4 | $767K | Buy |
5,758
+43
| +0.8% | +$5.73K | 0.15% | 78 |
|
|
2023
Q3 | $687K | Buy |
5,715
+6
| +0.1% | +$721 | 0.15% | 77 |
|
|
2023
Q2 | $545K | Buy |
5,709
+81
| +1% | +$7.73K | 0.12% | 80 |
|
|
2023
Q1 | $571K | Sell |
5,628
-293
| -5% | -$29.7K | 0.14% | 79 |
|
|
2022
Q4 | $616K | Buy |
5,921
+6
| +0.1% | +$624 | 0.15% | 76 |
|
|
2022
Q3 | $477K | Buy |
5,915
+6
| +0.1% | +$484 | 0.13% | 82 |
|
|
2022
Q2 | $484K | Buy |
5,909
+7
| +0.1% | +$574 | 0.12% | 84 |
|
|
2022
Q1 | $510K | Buy |
+5,902
| New | +$510K | 0.11% | 96 |
|