Annis Gardner Whiting Capital 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 | $42.2K | Buy |
354
+215
| +155% | +$25.7K | 0.01% | 445 |
|
|
2025
Q1 | $17.2K | Sell |
139
-6,235
| -98% | -$770K | 0.01% | 480 |
|
|
2024
Q4 | $726K | Buy |
6,374
+3,119
| +96% | +$355K | 0.2% | 95 |
|
|
2024
Q3 | $428K | Hold |
3,255
| – | – | 0.12% | 142 |
|
|
2024
Q2 | $460K | Buy |
3,255
+327
| +11% | +$46.2K | 0.13% | 139 |
|
|
2024
Q1 | $478K | Buy |
2,928
+2,780
| +1,878% | +$454K | 0.17% | 108 |
|
|
2023
Q4 | $19.7K | Hold |
148
| – | – | 0.01% | 406 |
|
|
2023
Q3 | $17.8K | Buy |
+148
| New | +$17.8K | 0.01% | 404 |
|