Alley Investment Management Company’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
$5.78M Sell
2025
Q2
$6.84M Buy
2025
Q1
$6.98M Buy
2024
Q4
$6.38M Buy
2024
Q3
$6.95M Buy
2024
Q2
$7.34M Sell
2024
Q1
$9.98M Sell
2023
Q4
$8.25M Sell
2023
Q3
$7.57M Buy
2023
Q2
$5.94M Buy
2023
Q1
$6.24M Buy
2022
Q4
$6.2M Sell
2022
Q3
$4.81M Buy
2022
Q2
$4.86M Buy
2022
Q1
$5.1M Buy