Athena Investment Management’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 | $388K | Hold |
3,249
| – | – | 0.22% | 105 |
|
|
2025
Q1 | $401K | Hold |
3,249
| – | – | 0.24% | 97 |
|
|
2024
Q4 | $370K | Hold |
3,249
| – | – | 0.21% | 106 |
|
|
2024
Q3 | $427K | Hold |
3,249
| – | – | 0.24% | 96 |
|
|
2024
Q2 | $459K | Sell |
3,249
-138
| -4% | -$19.5K | 0.28% | 81 |
|
|
2024
Q1 | $553K | Sell |
3,387
-91
| -3% | -$14.9K | 0.33% | 75 |
|
|
2023
Q4 | $463K | Buy |
3,478
+1
| +0% | +$133 | 0.3% | 77 |
|
|
2023
Q3 | $418K | Hold |
3,477
| – | – | 0.3% | 79 |
|
|
2023
Q2 | $332K | Sell |
3,477
-32
| -0.9% | -$3.05K | 0.23% | 101 |
|
|
2023
Q1 | $356K | Hold |
3,509
| – | – | 0.26% | 97 |
|
|
2022
Q4 | $365K | Buy |
3,509
+86
| +3% | +$8.95K | 0.27% | 91 |
|
|
2022
Q3 | $276K | Sell |
3,423
-100
| -3% | -$8.06K | 0.23% | 104 |
|
|
2022
Q2 | $289K | Hold |
3,523
| – | – | 0.23% | 105 |
|
|
2022
Q1 | $300K | Buy |
+3,523
| New | +$300K | 0.23% | 94 |
|