AAIM
Asset Advisors Investment Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Hold |
1,848
| – | – | 0.02% | 108 |
|
|
2025
Q1 | $228K | Buy |
+1,848
| New | +$228K | 0.02% | 107 |
|
|
2024
Q4 | – | Sell |
-1,750
| Closed | -$230K | – | 109 |
|
|
2024
Q3 | $230K | Sell |
1,750
-332
| -16% | -$43.6K | 0.02% | 103 |
|
|
2024
Q2 | $294K | Buy |
+2,082
| New | +$294K | 0.03% | 95 |
|
|
2020
Q3 | – | Sell |
-25,160
| Closed | -$1.81M | – | 152 |
|
|
2020
Q2 | $1.81M | Sell |
25,160
-25,588
| -50% | -$1.84M | 0.29% | 53 |
|
|
2020
Q1 | $2.72M | Sell |
50,748
-470
| -0.9% | -$25.2K | 0.5% | 40 |
|
|
2019
Q4 | $5.45M | Buy |
51,218
+9,475
| +23% | +$1.01M | 0.79% | 38 |
|
|
2019
Q3 | $4.27M | Buy |
41,743
+5,908
| +16% | +$605K | 0.68% | 38 |
|
|
2019
Q2 | $3.35M | Sell |
35,835
-1,200
| -3% | -$112K | 0.56% | 43 |
|
|
2019
Q1 | $3.53M | Buy |
37,035
+1,850
| +5% | +$176K | 0.63% | 40 |
|
|
2018
Q4 | $3.03M | Sell |
35,185
-1,500
| -4% | -$129K | 0.6% | 41 |
|
|
2018
Q3 | $4.14M | Buy |
+36,685
| New | +$4.14M | 0.68% | 42 |
|