Annex Advisory Services’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 | $628K | Sell |
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|
2025
Q2 | $719K | Sell |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $18.6M | Buy |
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|
2024
Q3 | $17M | Sell |
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|
2024
Q2 | $18.8M | Buy |
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|
2024
Q1 | $19.9M | Buy |
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|
2023
Q4 | $13.8M | Buy |
|
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|
2023
Q3 | $11.2M | Sell |
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|
2023
Q2 | $10M | Buy |
|
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|
2023
Q1 | $10.6M | Buy |
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|
2022
Q4 | $10.1M | Buy |
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|
2022
Q3 | $7.35M | Buy |
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|
2022
Q2 | $6.52M | Buy |
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|
2022
Q1 | $6.69M | Buy |
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|
2021
Q4 | $4.63M | Buy |
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|
2021
Q3 | $1.65M | Buy |
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|
2021
Q2 | $1.8M | Buy |
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