ACIM
Azimuth Capital Investment Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,813
| Closed | -$224K | – | 305 |
|
|
2025
Q1 | $224K | Sell |
1,813
-124
| -6% | -$15.3K | 0.01% | 287 |
|
|
2024
Q4 | $221K | Sell |
1,937
-198
| -9% | -$22.6K | 0.01% | 292 |
|
|
2024
Q3 | $281K | Sell |
2,135
-118
| -5% | -$15.5K | 0.01% | 279 |
|
|
2024
Q2 | $318K | Sell |
2,253
-50
| -2% | -$7.06K | 0.01% | 268 |
|
|
2024
Q1 | $376K | Sell |
2,303
-40
| -2% | -$6.53K | 0.02% | 254 |
|
|
2023
Q4 | $312K | Hold |
2,343
| – | – | 0.01% | 262 |
|
|
2023
Q3 | $282K | Buy |
2,343
+44
| +2% | +$5.29K | 0.01% | 270 |
|
|
2023
Q2 | $219K | Sell |
2,299
-50
| -2% | -$4.77K | 0.01% | 289 |
|
|
2023
Q1 | $238K | Hold |
2,349
| – | – | 0.01% | 285 |
|
|
2022
Q4 | $244K | Buy |
+2,349
| New | +$244K | 0.01% | 291 |
|