Ancora Advisors’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 | $4.4M | Buy |
36,887
+378
| +1% | +$45.1K | 0.09% | 186 |
|
|
2025
Q1 | $4.51M | Buy |
36,509
+121
| +0.3% | +$14.9K | 0.1% | 176 |
|
|
2024
Q4 | $4.15M | Sell |
36,388
-1,137
| -3% | -$130K | 0.09% | 189 |
|
|
2024
Q3 | $4.93M | Sell |
37,525
-3,318
| -8% | -$436K | 0.11% | 171 |
|
|
2024
Q2 | $5.77M | Sell |
40,843
-740
| -2% | -$104K | 0.14% | 140 |
|
|
2024
Q1 | $6.79M | Sell |
41,583
-1,529
| -4% | -$250K | 0.15% | 124 |
|
|
2023
Q4 | $5.74M | Buy |
43,112
+611
| +1% | +$81.3K | 0.13% | 143 |
|
|
2023
Q3 | $5.11M | Sell |
42,501
-656
| -2% | -$78.8K | 0.14% | 148 |
|
|
2023
Q2 | $4.12M | Sell |
43,157
-926
| -2% | -$88.3K | 0.11% | 162 |
|
|
2023
Q1 | $4.47M | Sell |
44,083
-513
| -1% | -$52K | 0.13% | 149 |
|
|
2022
Q4 | $4.64M | Buy |
44,596
+323
| +0.7% | +$33.6K | 0.13% | 148 |
|
|
2022
Q3 | $3.57M | Buy |
44,273
+426
| +1% | +$34.4K | 0.11% | 166 |
|
|
2022
Q2 | $3.6M | Sell |
43,847
-4,504
| -9% | -$369K | 0.1% | 177 |
|
|
2022
Q1 | $4.18M | Sell |
48,351
-2,168
| -4% | -$187K | 0.1% | 183 |
|
|
2021
Q4 | $3.66M | Buy |
50,519
+1,141
| +2% | +$82.7K | 0.09% | 199 |
|
|
2021
Q3 | $3.46M | Buy |
49,378
+7,245
| +17% | +$507K | 0.09% | 203 |
|
|
2021
Q2 | $3.62M | Sell |
42,133
-2,281
| -5% | -$196K | 0.09% | 196 |
|
|
2021
Q1 | $3.62M | Buy |
44,414
+45
| +0.1% | +$3.67K | 0.1% | 189 |
|
|
2020
Q4 | $3.1M | Buy |
44,369
+2,633
| +6% | +$184K | 0.1% | 194 |
|
|
2020
Q3 | $2.16M | Buy |
41,736
+1,489
| +4% | +$77.2K | 0.09% | 208 |
|
|
2020
Q2 | $2.89M | Buy |
40,247
+7,941
| +25% | +$571K | 0.12% | 178 |
|
|
2020
Q1 | $1.73M | Buy |
32,306
+10,389
| +47% | +$557K | 0.08% | 233 |
|
|
2019
Q4 | $2.44M | Buy |
21,917
+9
| +0% | +$1K | 0.09% | 216 |
|
|
2019
Q3 | $2.24M | Sell |
21,908
-214
| -1% | -$21.9K | 0.1% | 206 |
|
|
2019
Q2 | $2.07M | Sell |
22,122
-554
| -2% | -$51.8K | 0.09% | 214 |
|
|
2019
Q1 | $2.16M | Sell |
22,676
-130
| -0.6% | -$12.4K | 0.1% | 212 |
|
|
2018
Q4 | $1.97M | Sell |
22,806
-890
| -4% | -$76.7K | 0.09% | 215 |
|
|
2018
Q3 | $2.67M | Buy |
23,696
+699
| +3% | +$78.8K | 0.1% | 210 |
|
|
2018
Q2 | $2.58M | Sell |
22,997
-3,533
| -13% | -$397K | 0.11% | 211 |
|
|
2018
Q1 | $2.55M | Buy |
26,530
+524
| +2% | +$50.3K | 0.11% | 215 |
|
|
2017
Q4 | $2.63M | Buy |
26,006
+614
| +2% | +$62.1K | 0.14% | 186 |
|
|
2017
Q3 | $2.33M | Sell |
25,392
-3,657
| -13% | -$335K | 0.13% | 193 |
|
|
2017
Q2 | $2.4M | Sell |
29,049
-1,087
| -4% | -$89.9K | 0.16% | 177 |
|
|
2017
Q1 | $2.39M | Sell |
30,136
-111
| -0.4% | -$8.79K | 0.16% | 177 |
|
|
2016
Q4 | $2.61M | Buy |
+30,247
| New | +$2.61M | 0.19% | 160 |
|
|
2016
Q1 | – | Sell |
-4,150
| Closed | -$339K | – | 515 |
|
|
2015
Q4 | $339K | Hold |
4,150
| – | – | 0.04% | 369 |
|
|
2015
Q3 | $319K | Sell |
4,150
-3,000
| -42% | -$231K | 0.04% | 376 |
|
|
2015
Q2 | $576K | Buy |
+7,150
| New | +$576K | 0.07% | 298 |
|