CIAS
CFS Investment Advisory Services’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Buy |
4,913
+173
| +4% | +$20.6K | 0.05% | 217 |
|
|
2025
Q1 | $585K | Sell |
4,740
-145
| -3% | -$17.9K | 0.05% | 208 |
|
|
2024
Q4 | $557K | Sell |
4,885
-10
| -0.2% | -$1.14K | 0.05% | 202 |
|
|
2024
Q3 | $643K | Sell |
4,895
-4,327
| -47% | -$568K | 0.05% | 191 |
|
|
2024
Q2 | $1.3M | Buy |
+9,222
| New | +$1.3M | 0.11% | 119 |
|
|
2023
Q3 | – | Sell |
-3,785
| Closed | -$361K | – | 230 |
|
|
2023
Q2 | $361K | Buy |
+3,785
| New | +$361K | 0.05% | 192 |
|