Arlington Trust’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
$37.7K Sell
316
-32
-9% -$3.82K 0.01% 383
2025
Q1
$43K Hold
348
0.01% 373
2024
Q4
$39.6K Sell
348
-20
-5% -$2.28K 0.01% 366
2024
Q3
$48.4K Buy
368
+20
+6% +$2.63K 0.01% 337
2024
Q2
$49.1K Hold
348
0.01% 328
2024
Q1
$56.8K Hold
348
0.01% 272
2023
Q4
$46.3K Sell
348
-1,228
-78% -$163K 0.01% 290
2023
Q3
$189K Buy
+1,576
New +$189K 0.08% 86