Capital Advantage’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
Q2 | $333K | Buy |
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|
2025
Q1 | $317K | Hold |
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|
2024
Q4 | $317K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Hold |
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|
2019
Q3 | $219K | Buy |
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|
2019
Q1 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $260K | Hold |
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|
2018
Q2 | $259K | Hold |
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|
2018
Q1 | $221K | Sell |
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|
2017
Q4 | $235K | Sell |
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|
2017
Q3 | $285K | Sell |
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|
2017
Q2 | $297K | Sell |
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|
2017
Q1 | $393K | Sell |
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|
2016
Q4 | $706K | Hold |
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|
2016
Q3 | $658K | Sell |
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|
2016
Q2 | $736K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $248K | Buy |
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|
2015
Q3 | $232K | Buy |
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|
2015
Q2 | $242K | Buy |
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|
2015
Q1 | $234K | Buy |
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