Criterion Capital 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
2024
Q4
$104K Hold
2024
Q3
$104K Hold
2024
Q2
$104K Hold
2024
Q1
$120K Sell
2023
Q4
$98K Buy