Athena 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 | $388K | Hold |
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|
2025
Q1 | $401K | Hold |
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|
2024
Q4 | $370K | Hold |
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|
2024
Q3 | $427K | Hold |
|
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|
2024
Q2 | $459K | Sell |
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|
2024
Q1 | $553K | Sell |
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|
2023
Q4 | $463K | Buy |
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|
2023
Q3 | $418K | Hold |
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|
2023
Q2 | $332K | Sell |
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|
2023
Q1 | $356K | Hold |
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|
2022
Q4 | $365K | Buy |
|
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|
2022
Q3 | $276K | Sell |
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|
2022
Q2 | $289K | Hold |
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|
2022
Q1 | $300K | Buy |
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