EGA
Eagle Global Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Hold |
7,629
| – | – | 0.04% | 164 |
|
|
2025
Q1 | $942K | Sell |
7,629
-125
| -2% | -$15.4K | 0.04% | 168 |
|
|
2024
Q4 | $883K | Buy |
7,754
+6,000
| +342% | +$684K | 0.04% | 165 |
|
|
2024
Q3 | $231K | Sell |
1,754
-287
| -14% | -$37.7K | 0.01% | 227 |
|
|
2024
Q2 | $288K | Hold |
2,041
| – | – | 0.02% | 211 |
|
|
2024
Q1 | $333K | Hold |
2,041
| – | – | 0.02% | 194 |
|
|
2023
Q4 | $272K | Hold |
2,041
| – | – | 0.02% | 206 |
|
|
2023
Q3 | $245K | Buy |
+2,041
| New | +$245K | 0.02% | 207 |
|
|
2018
Q4 | – | Sell |
-2,008
| Closed | -$226K | – | 242 |
|
|
2018
Q3 | $226K | Hold |
2,008
| – | – | 0.01% | 217 |
|
|
2018
Q2 | $226K | Buy |
+2,008
| New | +$226K | 0.01% | 225 |
|
|
2018
Q1 | – | Sell |
-2,109
| Closed | -$213K | – | 254 |
|
|
2017
Q4 | $213K | Sell |
2,109
-487
| -19% | -$49.2K | 0.01% | 235 |
|
|
2017
Q3 | $238K | Hold |
2,596
| – | – | 0.01% | 228 |
|
|
2017
Q2 | $215K | Sell |
2,596
-1,156
| -31% | -$95.7K | 0.01% | 361 |
|
|
2017
Q1 | $297K | Buy |
3,752
+1,157
| +45% | +$91.6K | 0.01% | 286 |
|
|
2016
Q4 | $224K | Sell |
2,595
-22
| -0.8% | -$1.9K | 0.01% | 313 |
|
|
2016
Q3 | $211K | Hold |
2,617
| – | – | 0.01% | 307 |
|
|
2016
Q2 | $208K | Hold |
2,617
| – | – | 0.01% | 317 |
|
|
2016
Q1 | $227K | Hold |
2,617
| – | – | 0.01% | 314 |
|
|
2015
Q4 | $214K | Buy |
+2,617
| New | +$214K | 0.01% | 314 |
|
|
2013
Q4 | – | Sell |
-4,129
| Closed | -$239K | – | 243 |
|
|
2013
Q3 | $239K | Hold |
4,129
| – | – | 0.01% | 217 |
|
|
2013
Q2 | $243K | Buy |
+4,129
| New | +$243K | 0.01% | 199 |
|