American Trust’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$204K Buy
2023
Q1
Sell
2022
Q4
$897K Sell
2022
Q3
$723K Sell
2022
Q2
$753K Buy
2022
Q1
$652K Sell
2021
Q4
$608K Buy