Aquila Investment Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.31M | Hold |
10,000
| – | – | 1.46% | 30 |
|
|
2024
Q2 | $1.41M | Hold |
10,000
| – | – | 1.32% | 35 |
|
|
2024
Q1 | $1.63M | Hold |
10,000
| – | – | 1.39% | 31 |
|
|
2023
Q4 | $1.33M | Hold |
10,000
| – | – | 1.15% | 38 |
|
|
2023
Q3 | $1.2M | Hold |
10,000
| – | – | 1.11% | 41 |
|
|
2023
Q2 | $954K | Sell |
10,000
-1,000
| -9% | -$95.4K | 0.78% | 59 |
|
|
2023
Q1 | $1.12M | Buy |
+11,000
| New | +$1.12M | 0.92% | 55 |
|
|
2022
Q3 | – | Sell |
-11,000
| Closed | -$902K | – | 97 |
|
|
2022
Q2 | $902K | Hold |
11,000
| – | – | 0.64% | 67 |
|
|
2022
Q1 | $950K | Buy |
+11,000
| New | +$950K | 0.54% | 70 |
|