AMI Investment Management’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
Q3
$235K Hold
2025
Q2
$206K Hold
2025
Q1
$213K Buy
2024
Q4
Sell
2024
Q3
$227K Hold
2024
Q2
$244K Sell
2024
Q1
$294K Sell
2023
Q4
$244K Hold
2023
Q3
$220K Buy