First National Advisers’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.32M | Buy |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.42M | Sell |
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|
2024
Q4 | $1.34M | Sell |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $2.41M | Sell |
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|
2024
Q1 | $2.34M | Sell |
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|
2023
Q4 | $2.28M | Buy |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $705K | Buy |
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|
2023
Q1 | $738K | Buy |
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|
2022
Q4 | $556K | Buy |
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|
2022
Q3 | $388K | Buy |
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|
2022
Q2 | $279K | Buy |
|