Independent Advisor Alliance’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 | $4.47M | Buy |
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|
2025
Q2 | $3.65M | Sell |
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|
2025
Q1 | $3.81M | Buy |
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|
2024
Q4 | $3.16M | Buy |
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|
2024
Q3 | $3.28M | Sell |
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|
2024
Q2 | $4.74M | Buy |
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|
2024
Q1 | $5.24M | Buy |
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|
2023
Q4 | $4.2M | Buy |
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|
2023
Q3 | $3.7M | Buy |
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|
2023
Q2 | $1.71M | Buy |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $648K | Buy |
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|
2022
Q2 | $642K | Sell |
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|
2022
Q1 | $714K | Buy |
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|
2021
Q4 | $563K | Buy |
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|
2021
Q3 | $503K | Sell |
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|
2021
Q2 | $656K | Buy |
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|
2021
Q1 | $527K | Sell |
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|
2020
Q4 | $496K | Buy |
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|
2020
Q3 | $263K | Buy |
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|
2020
Q2 | $336K | Sell |
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|
2020
Q1 | $257K | Sell |
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|
2019
Q4 | $575K | Sell |
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|
2019
Q3 | $607K | Sell |
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|
2019
Q2 | $784K | Sell |
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|
2019
Q1 | $933K | Buy |
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|
2018
Q4 | $583K | Buy |
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|
2018
Q3 | $450K | Buy |
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|
2018
Q2 | $441K | Sell |
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|
2018
Q1 | $442K | Buy |
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|
2017
Q4 | $396K | Buy |
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|
2017
Q3 | $355K | Buy |
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|
2017
Q2 | $268K | Sell |
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|
2017
Q1 | $274K | Buy |
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|
2016
Q4 | $279K | Buy |
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