American Capital Advisory’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 | $126K | Hold |
1,057
| – | – | 0.06% | 114 |
|
|
2025
Q1 | $131K | Buy |
1,057
+4
| +0.4% | +$494 | 0.07% | 112 |
|
|
2024
Q4 | $120K | Hold |
1,053
| – | – | 0.07% | 117 |
|
|
2024
Q3 | $138K | Hold |
1,053
| – | – | 0.08% | 109 |
|
|
2024
Q2 | $140K | Sell |
1,053
-14
| -1% | -$1.86K | 0.1% | 98 |
|
|
2024
Q1 | $108K | Buy |
1,067
+14
| +1% | +$1.42K | 0.09% | 108 |
|
|
2023
Q4 | $140K | Buy |
+1,053
| New | +$140K | 0.1% | 98 |
|