Anchor 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 | $250K | Hold |
2,094
| – | – | 0.02% | 333 |
|
|
2025
Q1 | $259K | Hold |
2,094
| – | – | 0.02% | 328 |
|
|
2024
Q4 | $239K | Sell |
2,094
-8
| -0.4% | -$911 | 0.02% | 340 |
|
|
2024
Q3 | $276K | Sell |
2,102
-212
| -9% | -$27.9K | 0.03% | 322 |
|
|
2024
Q2 | $327K | Buy |
2,314
+60
| +3% | +$8.47K | 0.03% | 282 |
|
|
2024
Q1 | $368K | Buy |
2,254
+76
| +3% | +$12.4K | 0.04% | 280 |
|
|
2023
Q4 | $290K | Buy |
2,178
+200
| +10% | +$26.6K | 0.03% | 292 |
|
|
2023
Q3 | $238K | Sell |
1,978
-200
| -9% | -$24K | 0.03% | 310 |
|
|
2023
Q2 | $208K | Hold |
2,178
| – | – | 0.03% | 335 |
|
|
2023
Q1 | $221K | Hold |
2,178
| – | – | 0.03% | 327 |
|
|
2022
Q4 | $227K | Hold |
2,178
| – | – | 0.03% | 319 |
|
|
2022
Q3 | $176K | Hold |
2,178
| – | – | 0.03% | 357 |
|
|
2022
Q2 | $179K | Sell |
2,178
-100
| -4% | -$8.2K | 0.03% | 369 |
|
|
2022
Q1 | $197K | Sell |
2,278
-50
| -2% | -$4.32K | 0.02% | 372 |
|
|
2021
Q4 | $169K | Hold |
2,328
| – | – | 0.02% | 406 |
|
|
2021
Q3 | $163K | Sell |
2,328
-19
| -0.8% | -$1.33K | 0.02% | 384 |
|
|
2021
Q2 | $201K | Sell |
2,347
-125
| -5% | -$10.7K | 0.03% | 365 |
|
|
2021
Q1 | $202K | Sell |
2,472
-547
| -18% | -$44.6K | 0.03% | 343 |
|
|
2020
Q4 | $211K | Sell |
3,019
-153
| -5% | -$10.7K | 0.04% | 290 |
|
|
2020
Q3 | $164K | Sell |
3,172
-1,342
| -30% | -$69.6K | 0.03% | 306 |
|
|
2020
Q2 | $325K | Sell |
4,514
-360
| -7% | -$25.9K | 0.07% | 197 |
|
|
2020
Q1 | $261K | Hold |
4,874
| – | – | 0.07% | 208 |
|
|
2019
Q4 | $543K | Sell |
4,874
-25
| -0.5% | -$2.79K | 0.12% | 169 |
|
|
2019
Q3 | $502K | Buy |
4,899
+25
| +0.5% | +$2.56K | 0.12% | 173 |
|
|
2019
Q2 | $456K | Sell |
4,874
-10
| -0.2% | -$935 | 0.11% | 179 |
|
|
2019
Q1 | $465K | Hold |
4,884
| – | – | 0.12% | 176 |
|
|
2018
Q4 | $421K | Sell |
4,884
-50
| -1% | -$4.31K | 0.12% | 176 |
|
|
2018
Q3 | $556K | Hold |
4,934
| – | – | 0.13% | 167 |
|
|
2018
Q2 | $554K | Sell |
4,934
-48
| -1% | -$5.39K | 0.14% | 165 |
|
|
2018
Q1 | $478K | Sell |
4,982
-65
| -1% | -$6.24K | 0.13% | 178 |
|
|
2017
Q4 | $511K | Sell |
5,047
-100
| -2% | -$10.1K | 0.14% | 166 |
|
|
2017
Q3 | $472K | Sell |
5,147
-285
| -5% | -$26.1K | 0.14% | 160 |
|
|
2017
Q2 | $449K | Sell |
5,432
-216
| -4% | -$17.9K | 0.15% | 149 |
|
|
2017
Q1 | $447K | Sell |
5,648
-126
| -2% | -$9.98K | 0.15% | 142 |
|
|
2016
Q4 | $499K | Sell |
5,774
-444
| -7% | -$38.4K | 0.19% | 122 |
|
|
2016
Q3 | $501K | Sell |
6,218
-106
| -2% | -$8.54K | 0.19% | 122 |
|
|
2016
Q2 | $502K | Buy |
6,324
+1,142
| +22% | +$90.6K | 0.2% | 117 |
|
|
2016
Q1 | $449K | Buy |
+5,182
| New | +$449K | 0.18% | 127 |
|