America First Investment Advisors’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 | $895K | Hold |
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|
2025
Q2 | $785K | Sell |
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|
2025
Q1 | $873K | Sell |
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|
2024
Q4 | $807K | Hold |
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|
2024
Q3 | $931K | Hold |
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|
2024
Q2 | $999K | Hold |
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|
2024
Q1 | $1.16M | Hold |
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|
2023
Q4 | $943K | Hold |
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|
2023
Q3 | $851K | Hold |
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|
2023
Q2 | $675K | Hold |
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|
2023
Q1 | $718K | Sell |
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|
2022
Q4 | $749K | Buy |
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|
2022
Q3 | $571K | Hold |
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|
2022
Q2 | $580K | Hold |
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|
2022
Q1 | $612K | Hold |
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|
2021
Q4 | $513K | Hold |
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|
2021
Q3 | $496K | Buy |
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|
2021
Q2 | $565K | Hold |
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|
2021
Q1 | $537K | Hold |
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|
2020
Q4 | $460K | Sell |
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|
2020
Q3 | $351K | Hold |
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|
2020
Q2 | $486K | Hold |
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|
2020
Q1 | $363K | Hold |
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|
2019
Q4 | $753K | Hold |
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|
2019
Q3 | $692K | Hold |
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|
2019
Q2 | $633K | Hold |
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|
2019
Q1 | $644K | Hold |
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|
2018
Q4 | $583K | Hold |
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|
2018
Q3 | $762K | Hold |
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|
2018
Q2 | $759K | Hold |
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|
2018
Q1 | $649K | Hold |
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|
2017
Q4 | $684K | Buy |
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|
2017
Q3 | $603K | Hold |
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|
2017
Q2 | $544K | Hold |
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|
2017
Q1 | $521K | Sell |
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|
2016
Q4 | $698K | Hold |
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|
2016
Q3 | $651K | Hold |
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|
2016
Q2 | $641K | Hold |
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|
2016
Q1 | $700K | Hold |
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|
2015
Q4 | $661K | Buy |
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|
2015
Q3 | $608K | Hold |
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|
2015
Q2 | $637K | Sell |
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|
2015
Q1 | $633K | Hold |
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|
2014
Q4 | $577K | Hold |
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|
2014
Q3 | $655K | Hold |
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|
2014
Q2 | $648K | Hold |
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|
2014
Q1 | $621K | Sell |
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|
2013
Q4 | $625K | Hold |
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|
2013
Q3 | $469K | Buy |
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|
2013
Q2 | $463K | Buy |
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