Arax Advisory Partners’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
Q2 | $262K | Buy |
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|
2025
Q1 | $181K | Sell |
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|
2024
Q4 | $194K | Buy |
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|
2024
Q3 | $81.5K | Buy |
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|
2024
Q2 | $85.4K | Hold |
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|
2024
Q1 | $98.7K | Hold |
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|
2023
Q4 | $80.4K | Buy |
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|
2023
Q3 | $72.5K | Sell |
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|
2023
Q2 | $58.6K | Buy |
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|
2023
Q1 | $58.3K | Buy |
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|
2022
Q4 | $56.3K | Sell |
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|
2022
Q3 | $60K | Buy |
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|
2022
Q2 | $46K | Buy |
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|
2022
Q1 | $45K | Buy |
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|
2021
Q4 | $37K | Buy |
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|
2021
Q3 | $15K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $5K | Sell |
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|
2019
Q4 | $145K | Buy |
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|
2019
Q3 | $123K | Hold |
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|
2019
Q2 | $112K | Buy |
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|
2018
Q4 | $103K | Buy |
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|
2018
Q3 | $53K | Buy |
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|
2018
Q2 | $25K | Buy |
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|
2018
Q1 | $21K | Buy |
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|
2017
Q4 | $21K | Buy |
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|
2017
Q3 | $19K | Buy |
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|
2017
Q2 | $11K | Sell |
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|
2017
Q1 | $20K | Sell |
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|
2016
Q4 | $25K | Buy |
|