AIA
Arbor Investment Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
1,841
+10
| +0.5% | +$1.19K | 0.03% | 106 |
|
|
2025
Q1 | $226K | Buy |
+1,831
| New | +$226K | 0.03% | 102 |
|
|
2020
Q1 | – | Sell |
-1,925
| Closed | -$214K | – | 85 |
|
|
2019
Q4 | $214K | Buy |
+1,925
| New | +$214K | 0.06% | 84 |
|
|
2018
Q4 | – | Sell |
-1,892
| Closed | -$213K | – | 58 |
|
|
2018
Q3 | $213K | Sell |
1,892
-111
| -6% | -$12.5K | 0.08% | 54 |
|
|
2018
Q2 | $225K | Buy |
+2,003
| New | +$225K | 0.09% | 47 |
|
|
2018
Q1 | – | Sell |
-2,004
| Closed | -$203K | – | 48 |
|
|
2017
Q4 | $203K | Buy |
+2,004
| New | +$203K | 0.09% | 43 |
|