Autumn Glory Partners’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
Q3 | $638K | Hold |
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|
2025
Q2 | $560K | Buy |
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|
2025
Q1 | $555K | Sell |
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|
2024
Q4 | $534K | Sell |
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|
2024
Q3 | $756K | Hold |
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|
2024
Q2 | $810K | Buy |
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|
2024
Q1 | $774K | Hold |
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|
2023
Q4 | $617K | Buy |
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|
2023
Q3 | $546K | Sell |
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|
2023
Q2 | $481K | Hold |
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|
2023
Q1 | $511K | Buy |
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|
2022
Q4 | $390K | Hold |
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|
2022
Q3 | $303K | Sell |
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|
2022
Q2 | $328K | Hold |
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|
2022
Q1 | $346K | Hold |
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|
2021
Q4 | $290K | Buy |
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