CIA
Concurrent Investment Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Buy |
30,713
+658
| +2% | +$78.5K | 0.07% | 282 |
|
|
2025
Q1 | $3.71M | Buy |
30,055
+9,376
| +45% | +$1.16M | 0.09% | 234 |
|
|
2024
Q4 | $2.36M | Buy |
20,679
+105
| +0.5% | +$12K | 0.06% | 289 |
|
|
2024
Q3 | $2.7M | Buy |
20,574
+865
| +4% | +$114K | 0.08% | 237 |
|
|
2024
Q2 | $2.78M | Buy |
19,709
+9,978
| +103% | +$1.41M | 0.09% | 216 |
|
|
2024
Q1 | $1.59M | Sell |
9,731
-785
| -7% | -$128K | 0.06% | 280 |
|
|
2023
Q4 | $1.4M | Buy |
+10,516
| New | +$1.4M | 0.07% | 280 |
|