BMA
Brooks Moore & Associates’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
2,001
-84
| -4% | -$10.4K | 0.13% | 99 |
|
|
2025
Q1 | $257K | Hold |
2,085
| – | – | 0.15% | 95 |
|
|
2024
Q4 | $238K | Sell |
2,085
-100
| -5% | -$11.4K | 0.14% | 92 |
|
|
2024
Q3 | $287K | Hold |
2,185
| – | – | 0.17% | 82 |
|
|
2024
Q2 | $308K | Hold |
2,185
| – | – | 0.2% | 72 |
|
|
2024
Q1 | $357K | Hold |
2,185
| – | – | 0.23% | 73 |
|
|
2023
Q4 | $291K | Hold |
2,185
| – | – | 0.2% | 70 |
|
|
2023
Q3 | $263K | Hold |
2,185
| – | – | 0.2% | 71 |
|
|
2023
Q2 | $208K | Hold |
2,185
| – | – | 0.15% | 81 |
|
|
2023
Q1 | $222K | Sell |
2,185
-244
| -10% | -$24.8K | 0.16% | 80 |
|
|
2022
Q4 | $253K | Buy |
+2,429
| New | +$253K | 0.18% | 79 |
|
|
2020
Q1 | – | Sell |
-1,856
| Closed | -$207K | – | 90 |
|
|
2019
Q4 | $207K | Buy |
+1,856
| New | +$207K | 0.16% | 95 |
|