Alley Investment Management Company’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.84M | Buy |
57,318
+787
| +1% | +$93.9K | 0.83% | 48 |
|
|
2025
Q1 | $6.98M | Buy |
56,531
+555
| +1% | +$68.5K | 0.88% | 47 |
|
|
2024
Q4 | $6.38M | Buy |
55,976
+3,083
| +6% | +$351K | 0.81% | 47 |
|
|
2024
Q3 | $6.95M | Buy |
52,893
+898
| +2% | +$118K | 0.88% | 46 |
|
|
2024
Q2 | $7.34M | Sell |
51,995
-9,114
| -15% | -$1.29M | 1% | 42 |
|
|
2024
Q1 | $9.98M | Sell |
61,109
-850
| -1% | -$139K | 1.37% | 35 |
|
|
2023
Q4 | $8.25M | Sell |
61,959
-1,053
| -2% | -$140K | 1.21% | 39 |
|
|
2023
Q3 | $7.57M | Buy |
63,012
+721
| +1% | +$86.6K | 1.28% | 38 |
|
|
2023
Q2 | $5.94M | Buy |
62,291
+761
| +1% | +$72.6K | 0.96% | 43 |
|
|
2023
Q1 | $6.24M | Buy |
61,530
+2,010
| +3% | +$204K | 1.04% | 43 |
|
|
2022
Q4 | $6.2M | Sell |
59,520
-40
| -0.1% | -$4.16K | 1.06% | 43 |
|
|
2022
Q3 | $4.81M | Buy |
59,560
+332
| +0.6% | +$26.8K | 0.96% | 43 |
|
|
2022
Q2 | $4.86M | Buy |
59,228
+240
| +0.4% | +$19.7K | 0.92% | 44 |
|
|
2022
Q1 | $5.1M | Buy |
+58,988
| New | +$5.1M | 0.84% | 47 |
|