BIA
Barry Investment Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $975K | Sell |
8,174
-8
| -0.1% | -$954 | 0.24% | 53 |
|
|
2025
Q1 | $1.01M | Sell |
8,182
-292
| -3% | -$36.1K | 0.27% | 49 |
|
|
2024
Q4 | $965K | Sell |
8,474
-473
| -5% | -$53.9K | 0.31% | 48 |
|
|
2024
Q3 | $1.18M | Sell |
8,947
-883
| -9% | -$116K | 0.36% | 42 |
|
|
2024
Q2 | $1.39M | Sell |
9,830
-720
| -7% | -$102K | 0.47% | 39 |
|
|
2024
Q1 | $1.72M | Buy |
10,550
+45
| +0.4% | +$7.35K | 0.57% | 34 |
|
|
2023
Q4 | $1.4M | Sell |
10,505
-317
| -3% | -$42.2K | 0.47% | 40 |
|
|
2023
Q3 | $1.3M | Sell |
10,822
-184
| -2% | -$22.1K | 0.47% | 43 |
|
|
2023
Q2 | $1.05M | Sell |
11,006
-332
| -3% | -$31.7K | 0.35% | 45 |
|
|
2023
Q1 | $1.15M | Sell |
11,338
-71
| -0.6% | -$7.2K | 0.38% | 41 |
|
|
2022
Q4 | $1.19M | Sell |
11,409
-596
| -5% | -$62K | 0.37% | 44 |
|
|
2022
Q3 | $969K | Sell |
12,005
-939
| -7% | -$75.8K | 0.33% | 45 |
|
|
2022
Q2 | $1.06M | Sell |
12,944
-81
| -0.6% | -$6.64K | 0.32% | 48 |
|
|
2022
Q1 | $1.13M | Buy |
13,025
+712
| +6% | +$61.5K | 0.3% | 52 |
|
|
2021
Q4 | $892K | Sell |
12,313
-50
| -0.4% | -$3.62K | 0.24% | 53 |
|
|
2021
Q3 | $866K | Buy |
12,363
+23
| +0.2% | +$1.61K | 0.24% | 54 |
|
|
2021
Q2 | $1.06M | Sell |
12,340
-437
| -3% | -$37.5K | 0.28% | 48 |
|
|
2021
Q1 | $1.04M | Sell |
12,777
-1,005
| -7% | -$82K | 0.29% | 49 |
|
|
2020
Q4 | $964K | Buy |
+13,782
| New | +$964K | 0.28% | 41 |
|
|
2016
Q2 | – | Sell |
-2,648
| Closed | -$229K | – | 73 |
|
|
2016
Q1 | $229K | Sell |
2,648
-6
| -0.2% | -$519 | 0.07% | 68 |
|
|
2015
Q4 | $217K | Sell |
2,654
-10
| -0.4% | -$818 | 0.07% | 67 |
|
|
2015
Q3 | $205K | Sell |
2,664
-130
| -5% | -$10K | 0.07% | 70 |
|
|
2015
Q2 | $225K | Sell |
2,794
-7
| -0.2% | -$564 | 0.23% | 39 |
|
|
2015
Q1 | $220K | Buy |
2,801
+13
| +0.5% | +$1.02K | 0.07% | 74 |
|
|
2014
Q4 | $200K | Buy |
+2,788
| New | +$200K | 0.06% | 74 |
|