Atwood & Palmer’s Phillips 66 PSX Stock Holding History

Atwood & Palmer’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$120	Hold	1	–	–	﹤0.01%	504
2025 Q1	$124	Hold	1	–	–	﹤0.01%	430
2024 Q4	$114	Hold	1	–	–	﹤0.01%	460
2024 Q3	$132	Hold	1	–	–	﹤0.01%	463
2024 Q2	$142	Sell	1 -63	-98%	-$8.95K	﹤0.01%	428
2024 Q1	$10.5K	Buy	64 +63	+6,300%	+$10.3K	﹤0.01%	307
2023 Q4	$134	Hold	1	–	–	﹤0.01%	393
2023 Q3	$121	Hold	1	–	–	﹤0.01%	403
2023 Q2	$96	Hold	1	–	–	﹤0.01%	390
2023 Q1	$102	Hold	1	–	–	﹤0.01%	364
2022 Q4	$104	Hold	1	–	–	﹤0.01%	384
2022 Q3	$0	Sell	1 -32	-97%	–	﹤0.01%	394
2022 Q2	$3K	Hold	33	–	–	﹤0.01%	371
2022 Q1	$3K	Sell	33 -180	-85%	-$16.4K	﹤0.01%	417
2021 Q4	$15K	Buy	213 +32	+18%	+$2.25K	﹤0.01%	339
2021 Q3	$13K	Buy	181 +18	+11%	+$1.29K	﹤0.01%	339
2021 Q2	$14K	Hold	163	–	–	﹤0.01%	313
2021 Q1	$13K	Hold	163	–	–	﹤0.01%	334
2020 Q4	$11K	Hold	163	–	–	﹤0.01%	311
2020 Q3	$8K	Hold	163	–	–	﹤0.01%	276
2020 Q2	$12K	Sell	163 -75	-32%	-$5.52K	﹤0.01%	252
2020 Q1	$13K	Buy	238 +75	+46%	+$4.1K	﹤0.01%	244
2019 Q4	$18K	Hold	163	–	–	﹤0.01%	226
2019 Q3	$17K	Hold	163	–	–	﹤0.01%	238
2019 Q2	$15K	Sell	163 -400	-71%	-$36.8K	﹤0.01%	238
2019 Q1	$54K	Hold	563	–	–	0.01%	171
2018 Q4	$49K	Hold	563	–	–	0.01%	171
2018 Q3	$63K	Sell	563 -34	-6%	-$3.81K	0.01%	173
2018 Q2	$67K	Buy	597 +34	+6%	+$3.82K	0.01%	174
2018 Q1	$54K	Sell	563 -200	-26%	-$19.2K	0.01%	178
2017 Q4	$77K	Hold	763	–	–	0.01%	167
2017 Q3	$70K	Hold	763	–	–	0.01%	169
2017 Q2	$63K	Hold	763	–	–	0.01%	178
2017 Q1	$60K	Hold	763	–	–	0.01%	171
2016 Q4	$66K	Hold	763	–	–	0.01%	159
2016 Q3	$61K	Buy	763 +301	+65%	+$24.1K	0.01%	164
2016 Q2	$37K	Hold	462	–	–	0.01%	187
2016 Q1	$40K	Sell	462 -150	-25%	-$13K	0.01%	187
2015 Q4	$50K	Hold	612	–	–	0.01%	205
2015 Q3	$47K	Hold	612	–	–	0.01%	194
2015 Q2	$49K	Hold	612	–	–	0.01%	187
2015 Q1	$48K	Hold	612	–	–	0.01%	187
2014 Q4	$44K	Hold	612	–	–	0.01%	200
2014 Q3	$50K	Hold	612	–	–	0.01%	201
2014 Q2	$49K	Buy	+612	New	+$49K	0.01%	188