Alta Advisers’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 | $244K | Hold |
2,045
| – | – | 0.09% | 202 |
|
|
2025
Q1 | $253K | Buy |
+2,045
| New | +$253K | 0.11% | 182 |
|
|
2024
Q4 | – | Sell |
-1,400
| Closed | -$184K | – | 347 |
|
|
2024
Q3 | $184K | Hold |
1,400
| – | – | 0.08% | 162 |
|
|
2024
Q2 | $198K | Hold |
1,400
| – | – | 0.1% | 127 |
|
|
2024
Q1 | $229K | Hold |
1,400
| – | – | 0.11% | 111 |
|
|
2023
Q4 | $186K | Hold |
1,400
| – | – | 0.1% | 120 |
|
|
2023
Q3 | $168K | Hold |
1,400
| – | – | 0.1% | 126 |
|
|
2023
Q2 | $134K | Hold |
1,400
| – | – | 0.08% | 172 |
|
|
2023
Q1 | $142K | Hold |
1,400
| – | – | 0.08% | 152 |
|
|
2022
Q4 | $146K | Hold |
1,400
| – | – | 0.09% | 141 |
|
|
2022
Q3 | $113K | Buy |
+1,400
| New | +$113K | 0.07% | 171 |
|