Aviance Capital Partners’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 | $784K | Buy |
6,569
+630
| +11% | +$75.2K | 0.1% | 173 |
|
2025
Q1 | $733K | Sell |
5,939
-467
| -7% | -$57.7K | 0.1% | 179 |
|
2024
Q4 | $730K | Buy |
6,406
+150
| +2% | +$17.1K | 0.1% | 173 |
|
2024
Q3 | $822K | Buy |
6,256
+15
| +0.2% | +$1.97K | 0.11% | 181 |
|
2024
Q2 | $881K | Buy |
6,241
+413
| +7% | +$58.3K | 0.13% | 158 |
|
2024
Q1 | $952K | Buy |
5,828
+4,245
| +268% | +$693K | 0.14% | 153 |
|
2023
Q4 | $211K | Buy |
+1,583
| New | +$211K | 0.05% | 235 |
|