Asset Advisors Investment Management’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 | $220K | Hold |
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|
2025
Q1 | $228K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $230K | Sell |
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|
2024
Q2 | $294K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.81M | Sell |
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|
2020
Q1 | $2.72M | Sell |
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|
2019
Q4 | $5.45M | Buy |
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|
2019
Q3 | $4.27M | Buy |
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|
2019
Q2 | $3.35M | Sell |
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|
2019
Q1 | $3.52M | Buy |
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|
2018
Q4 | $3.03M | Sell |
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|
2018
Q3 | $4.13M | Buy |
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