American Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $235K | Buy |
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $204K | Hold |
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|
2022
Q4 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2.15M | Sell |
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|
2016
Q2 | $2.25M | Sell |
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|
2016
Q1 | $2.69M | Sell |
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|
2015
Q4 | $2.55M | Sell |
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|
2015
Q3 | $2.44M | Sell |
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|
2015
Q2 | $2.57M | Sell |
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|
2015
Q1 | $2.52M | Buy |
|