America First Investment Advisors’s Phillips 66 PSX Stock Holding History

America First Investment Advisors’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$785K	Sell	6,580 -487	-7%	-$58.1K	0.16%	28
2025 Q1	$873K	Sell	7,067 -13	-0.2%	-$1.61K	0.18%	26
2024 Q4	$807K	Hold	7,080	–	–	0.18%	25
2024 Q3	$931K	Hold	7,080	–	–	0.21%	26
2024 Q2	$999K	Hold	7,080	–	–	0.25%	26
2024 Q1	$1.16M	Hold	7,080	–	–	0.28%	24
2023 Q4	$943K	Hold	7,080	–	–	0.25%	26
2023 Q3	$851K	Hold	7,080	–	–	0.24%	26
2023 Q2	$675K	Hold	7,080	–	–	0.18%	29
2023 Q1	$718K	Sell	7,080 -118	-2%	-$12K	0.21%	28
2022 Q4	$749K	Buy	7,198 +118	+2%	+$12.3K	0.22%	28
2022 Q3	$571K	Hold	7,080	–	–	0.2%	26
2022 Q2	$580K	Hold	7,080	–	–	0.19%	28
2022 Q1	$612K	Hold	7,080	–	–	0.18%	29
2021 Q4	$513K	Hold	7,080	–	–	0.15%	33
2021 Q3	$496K	Buy	7,080 +500	+8%	+$35K	0.15%	34
2021 Q2	$565K	Hold	6,580	–	–	0.17%	35
2021 Q1	$537K	Hold	6,580	–	–	0.16%	35
2020 Q4	$460K	Sell	6,580 -182	-3%	-$12.7K	0.14%	39
2020 Q3	$351K	Hold	6,762	–	–	0.11%	41
2020 Q2	$486K	Hold	6,762	–	–	0.15%	35
2020 Q1	$363K	Hold	6,762	–	–	0.13%	38
2019 Q4	$753K	Hold	6,762	–	–	0.22%	30
2019 Q3	$692K	Hold	6,762	–	–	0.21%	30
2019 Q2	$633K	Hold	6,762	–	–	0.19%	30
2019 Q1	$644K	Hold	6,762	–	–	0.2%	32
2018 Q4	$583K	Hold	6,762	–	–	0.2%	32
2018 Q3	$762K	Hold	6,762	–	–	0.24%	31
2018 Q2	$759K	Hold	6,762	–	–	0.25%	30
2018 Q1	$649K	Hold	6,762	–	–	0.24%	30
2017 Q4	$684K	Buy	6,762 +182	+3%	+$18.4K	0.23%	31
2017 Q3	$603K	Hold	6,580	–	–	0.22%	31
2017 Q2	$544K	Hold	6,580	–	–	0.2%	35
2017 Q1	$521K	Sell	6,580 -1,500	-19%	-$119K	0.2%	36
2016 Q4	$698K	Hold	8,080	–	–	0.28%	30
2016 Q3	$651K	Hold	8,080	–	–	0.27%	31
2016 Q2	$641K	Hold	8,080	–	–	0.27%	34
2016 Q1	$700K	Hold	8,080	–	–	0.31%	31
2015 Q4	$661K	Buy	8,080 +167	+2%	+$13.7K	0.3%	34
2015 Q3	$608K	Hold	7,913	–	–	0.29%	35
2015 Q2	$637K	Sell	7,913 -140	-2%	-$11.3K	0.28%	34
2015 Q1	$633K	Hold	8,053	–	–	0.27%	36
2014 Q4	$577K	Hold	8,053	–	–	0.24%	37
2014 Q3	$655K	Hold	8,053	–	–	0.29%	34
2014 Q2	$648K	Hold	8,053	–	–	0.29%	34
2014 Q1	$621K	Sell	8,053 -50	-0.6%	-$3.86K	0.29%	35
2013 Q4	$625K	Hold	8,103	–	–	0.29%	34
2013 Q3	$469K	Buy	8,103 +250	+3%	+$14.5K	0.23%	38
2013 Q2	$463K	Buy	+7,853	New	+$463K	0.25%	37