Americana Partners’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 | $2.62M | Sell |
21,953
-1,522
| -6% | -$182K | 0.09% | 171 |
|
|
2025
Q1 | $2.9M | Buy |
23,475
+1,813
| +8% | +$224K | 0.11% | 144 |
|
|
2024
Q4 | $2.47M | Sell |
21,662
-760
| -3% | -$86.6K | 0.1% | 165 |
|
|
2024
Q3 | $2.95M | Buy |
22,422
+530
| +2% | +$69.7K | 0.2% | 114 |
|
|
2024
Q2 | $3.09M | Buy |
21,892
+380
| +2% | +$53.6K | 0.24% | 102 |
|
|
2024
Q1 | $3.51M | Buy |
21,512
+2,929
| +16% | +$478K | 0.29% | 92 |
|
|
2023
Q4 | $2.45M | Buy |
18,583
+1,108
| +6% | +$146K | 0.23% | 102 |
|
|
2023
Q3 | $2.08M | Buy |
17,475
+1,226
| +8% | +$146K | 0.23% | 100 |
|
|
2023
Q2 | $1.55M | Buy |
16,249
+250
| +2% | +$23.8K | 0.2% | 110 |
|
|
2023
Q1 | $1.62M | Buy |
15,999
+436
| +3% | +$44.2K | 0.26% | 97 |
|
|
2022
Q4 | $1.62M | Buy |
15,563
+677
| +5% | +$70.5K | 0.28% | 86 |
|
|
2022
Q3 | $1.19M | Buy |
14,886
+980
| +7% | +$78.4K | 0.21% | 106 |
|
|
2022
Q2 | $1.12M | Buy |
13,906
+6,584
| +90% | +$529K | 0.2% | 104 |
|
|
2022
Q1 | $627K | Buy |
7,322
+1,355
| +23% | +$116K | 0.19% | 106 |
|
|
2021
Q4 | $432K | Buy |
+5,967
| New | +$432K | 0.08% | 177 |
|