Foundations Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Buy |
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|
2025
Q1 | $644K | Buy |
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|
2024
Q4 | $536K | Buy |
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|
2024
Q3 | $523K | Buy |
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|
2024
Q2 | $559K | Buy |
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|
2024
Q1 | $529K | Buy |
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|
2023
Q4 | $470K | Buy |
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|
2023
Q3 | $357K | Buy |
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|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $244K | Sell |
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|
2022
Q3 | $266K | Buy |
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|
2022
Q2 | $258K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $339K | Sell |
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|
2020
Q2 | $661K | Buy |
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