American Capital Advisory’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
$144K Buy
2025
Q2
$126K Hold
2025
Q1
$131K Buy
2024
Q4
$120K Hold
2024
Q3
$138K Hold
2024
Q2
$140K Sell
2024
Q1
$108K Buy
2023
Q4
$140K Buy