Ameritas Advisory Services’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
Q2 | $426K | Sell |
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|
2025
Q1 | $584K | Buy |
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|
2024
Q4 | $568K | Sell |
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|
2024
Q3 | $872K | Buy |
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|
2024
Q2 | $927K | Buy |
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|
2024
Q1 | $946K | Sell |
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|
2023
Q4 | $961K | Buy |
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|
2023
Q3 | $712K | Buy |
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|
2023
Q2 | $367K | Sell |
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|
2023
Q1 | $527K | Sell |
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|
2022
Q4 | $675K | Buy |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $323K | Sell |
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|
2022
Q1 | $345K | Buy |
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|
2021
Q4 | $240K | Buy |
|