Baker Avenue Asset 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
Q3 | $283K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $208K | Sell |
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|
2023
Q4 | $342K | Buy |
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|
2023
Q3 | $295K | Buy |
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|
2023
Q2 | $228K | Sell |
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|
2023
Q1 | $275K | Sell |
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|
2022
Q4 | $364K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $205K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $551K | Buy |
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|
2016
Q4 | $544K | Buy |
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|
2016
Q3 | $473K | Buy |
|