Aptus Capital Advisors’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 | $6.1M | Buy |
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|
2025
Q2 | $5.04M | Buy |
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|
2025
Q1 | $4.86M | Buy |
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|
2024
Q4 | $2.93M | Buy |
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|
2024
Q3 | $997K | Sell |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $782K | Sell |
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|
2023
Q3 | $810K | Buy |
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|
2023
Q2 | $424K | Buy |
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|
2023
Q1 | $444K | Sell |
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|
2022
Q4 | $599K | Buy |
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|
2022
Q3 | $441K | Buy |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $235K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $243K | Hold |
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|
2019
Q3 | $224K | Buy |
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