AMI Investment Management’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 | $206K | Hold |
1,729
| – | – | 0.05% | 69 |
|
|
2025
Q1 | $213K | Buy |
+1,729
| New | +$213K | 0.07% | 63 |
|
|
2024
Q4 | – | Sell |
-1,729
| Closed | -$227K | – | 69 |
|
|
2024
Q3 | $227K | Hold |
1,729
| – | – | 0.08% | 64 |
|
|
2024
Q2 | $244K | Sell |
1,729
-72
| -4% | -$10.2K | 0.09% | 62 |
|
|
2024
Q1 | $294K | Sell |
1,801
-31
| -2% | -$5.06K | 0.11% | 56 |
|
|
2023
Q4 | $244K | Hold |
1,832
| – | – | 0.1% | 60 |
|
|
2023
Q3 | $220K | Buy |
+1,832
| New | +$220K | 0.1% | 58 |
|