Criterion Capital Advisors’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$104K Hold
735
0.07% 94
2024
Q3
$104K Hold
735
0.07% 94
2024
Q2
$104K Hold
735
0.07% 94
2024
Q1
$120K Sell
735
-1
-0.1% -$163 0.08% 86
2023
Q4
$98K Buy
+736
New +$98K 0.07% 95