Anchor 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 | $285K | Hold |
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|
2025
Q2 | $250K | Hold |
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|
2025
Q1 | $259K | Hold |
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|
2024
Q4 | $239K | Sell |
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|
2024
Q3 | $276K | Sell |
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|
2024
Q2 | $327K | Buy |
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|
2024
Q1 | $368K | Buy |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $238K | Sell |
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|
2023
Q2 | $208K | Hold |
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|
2023
Q1 | $221K | Hold |
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|
2022
Q4 | $227K | Hold |
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|
2022
Q3 | $176K | Hold |
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|
2022
Q2 | $179K | Sell |
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|
2022
Q1 | $197K | Sell |
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|
2021
Q4 | $169K | Hold |
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|
2021
Q3 | $163K | Sell |
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|
2021
Q2 | $201K | Sell |
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|
2021
Q1 | $202K | Sell |
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|
2020
Q4 | $211K | Sell |
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|
2020
Q3 | $164K | Sell |
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|
2020
Q2 | $325K | Sell |
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|
2020
Q1 | $261K | Hold |
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|
2019
Q4 | $543K | Sell |
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|
2019
Q3 | $502K | Buy |
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|
2019
Q2 | $456K | Sell |
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|
2019
Q1 | $465K | Hold |
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|
2018
Q4 | $421K | Sell |
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|
2018
Q3 | $556K | Hold |
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|
2018
Q2 | $554K | Sell |
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|
2018
Q1 | $478K | Sell |
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|
2017
Q4 | $511K | Sell |
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|
2017
Q3 | $472K | Sell |
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|
2017
Q2 | $449K | Sell |
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|
2017
Q1 | $447K | Sell |
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|
2016
Q4 | $499K | Sell |
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|
2016
Q3 | $501K | Sell |
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|
2016
Q2 | $502K | Buy |
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|
2016
Q1 | $449K | Buy |
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