Altrius Capital Management’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 | $4.72M | Buy |
39,569
+3,714
| +10% | +$443K | 1.1% | 44 |
|
|
2025
Q1 | $4.43M | Buy |
35,855
+1,409
| +4% | +$174K | 1.08% | 53 |
|
|
2024
Q4 | $3.92M | Buy |
34,446
+1,881
| +6% | +$214K | 1.06% | 61 |
|
|
2024
Q3 | $4.28M | Buy |
32,565
+3,004
| +10% | +$395K | 1.07% | 60 |
|
|
2024
Q2 | $4.17M | Buy |
29,561
+400
| +1% | +$56.5K | 1.1% | 54 |
|
|
2024
Q1 | $4.76M | Sell |
29,161
-7,559
| -21% | -$1.23M | 1.2% | 35 |
|
|
2023
Q4 | $4.89M | Sell |
36,720
-944
| -3% | -$126K | 1.36% | 28 |
|
|
2023
Q3 | $4.53M | Sell |
37,664
-258
| -0.7% | -$31K | 1.34% | 29 |
|
|
2023
Q2 | $3.62M | Buy |
37,922
+425
| +1% | +$40.5K | 1.07% | 39 |
|
|
2023
Q1 | $3.8M | Buy |
37,497
+78
| +0.2% | +$7.91K | 1.16% | 31 |
|
|
2022
Q4 | $3.89M | Sell |
37,419
-1,236
| -3% | -$129K | 1.22% | 29 |
|
|
2022
Q3 | $3.12M | Sell |
38,655
-12,041
| -24% | -$972K | 1.19% | 30 |
|
|
2022
Q2 | $4.16M | Buy |
+50,696
| New | +$4.16M | 1.35% | 32 |
|