First National Advisers’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
11,407
-74
| -0.6% | -$8.83K | 0.2% | 119 |
|
|
2025
Q1 | $1.42M | Sell |
11,481
-264
| -2% | -$32.6K | 0.23% | 115 |
|
|
2024
Q4 | $1.34M | Sell |
11,745
-35
| -0.3% | -$3.99K | 0.22% | 118 |
|
|
2024
Q3 | $1.55M | Sell |
11,780
-5,285
| -31% | -$695K | 0.25% | 112 |
|
|
2024
Q2 | $2.41M | Sell |
17,065
-2
| -0% | -$282 | 0.44% | 68 |
|
|
2024
Q1 | $2.34M | Sell |
17,067
-36
| -0.2% | -$4.93K | 0.52% | 59 |
|
|
2023
Q4 | $2.28M | Buy |
17,103
+4,632
| +37% | +$617K | 0.66% | 50 |
|
|
2023
Q3 | $1.5M | Buy |
12,471
+5,074
| +69% | +$610K | 0.67% | 49 |
|
|
2023
Q2 | $705K | Buy |
7,397
+118
| +2% | +$11.2K | 0.65% | 60 |
|
|
2023
Q1 | $738K | Buy |
7,279
+1,937
| +36% | +$196K | 0.84% | 45 |
|
|
2022
Q4 | $556K | Buy |
5,342
+534
| +11% | +$55.6K | 0.71% | 55 |
|
|
2022
Q3 | $388K | Buy |
4,808
+1,405
| +41% | +$113K | 0.57% | 69 |
|
|
2022
Q2 | $279K | Buy |
+3,403
| New | +$279K | 0.58% | 74 |
|