Barry Investment Advisors’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 | $1.1M | Sell |
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|
2025
Q2 | $975K | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $965K | Sell |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $1.39M | Sell |
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|
2024
Q1 | $1.72M | Buy |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.05M | Sell |
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $969K | Sell |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $892K | Sell |
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|
2021
Q3 | $866K | Buy |
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|
2021
Q2 | $1.06M | Sell |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $964K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $229K | Sell |
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|
2015
Q4 | $217K | Sell |
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|
2015
Q3 | $205K | Sell |
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|
2015
Q2 | $225K | Sell |
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|
2015
Q1 | $220K | Buy |
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|
2014
Q4 | $200K | Buy |
|