Annex Advisory Services’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 | $719K | Sell |
6,027
-3,649
| -38% | -$435K | 0.02% | 185 |
|
|
2025
Q1 | $1.19M | Sell |
9,676
-153,246
| -94% | -$18.9M | 0.03% | 152 |
|
|
2024
Q4 | $18.6M | Buy |
162,922
+33,290
| +26% | +$3.79M | 0.56% | 44 |
|
|
2024
Q3 | $17M | Sell |
129,632
-3,556
| -3% | -$467K | 0.55% | 43 |
|
|
2024
Q2 | $18.8M | Buy |
133,188
+11,580
| +10% | +$1.63M | 0.66% | 36 |
|
|
2024
Q1 | $19.9M | Buy |
121,608
+18,002
| +17% | +$2.94M | 0.71% | 31 |
|
|
2023
Q4 | $13.8M | Buy |
103,606
+10,418
| +11% | +$1.39M | 0.58% | 41 |
|
|
2023
Q3 | $11.2M | Sell |
93,188
-12,075
| -11% | -$1.45M | 0.68% | 35 |
|
|
2023
Q2 | $10M | Buy |
105,263
+1,055
| +1% | +$101K | 0.56% | 36 |
|
|
2023
Q1 | $10.6M | Buy |
104,208
+7,531
| +8% | +$763K | 0.57% | 31 |
|
|
2022
Q4 | $10.1M | Buy |
96,677
+5,651
| +6% | +$588K | 0.57% | 29 |
|
|
2022
Q3 | $7.35M | Buy |
91,026
+11,461
| +14% | +$925K | 0.5% | 35 |
|
|
2022
Q2 | $6.52M | Buy |
79,565
+2,152
| +3% | +$176K | 0.47% | 43 |
|
|
2022
Q1 | $6.69M | Buy |
77,413
+13,443
| +21% | +$1.16M | 0.49% | 43 |
|
|
2021
Q4 | $4.64M | Buy |
63,970
+40,455
| +172% | +$2.93M | 0.32% | 59 |
|
|
2021
Q3 | $1.65M | Buy |
23,515
+2,438
| +12% | +$171K | 0.13% | 88 |
|
|
2021
Q2 | $1.81M | Buy |
+21,077
| New | +$1.81M | 0.15% | 89 |
|