Investors Asset Management of Georgia’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 | $350K | Hold |
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|
2025
Q2 | $307K | Sell |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $308K | Sell |
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|
2024
Q3 | $368K | Hold |
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|
2024
Q2 | $396K | Hold |
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|
2024
Q1 | $458K | Sell |
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|
2023
Q4 | $475K | Buy |
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|
2023
Q3 | $423K | Hold |
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|
2023
Q2 | $339K | Sell |
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|
2023
Q1 | $365K | Sell |
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|
2022
Q4 | $380K | Hold |
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|
2022
Q3 | $295K | Hold |
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|
2022
Q2 | $299K | Hold |
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|
2022
Q1 | $315K | Hold |
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|
2021
Q4 | $265K | Hold |
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|
2021
Q3 | $256K | Sell |
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|
2021
Q2 | $318K | Sell |
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|
2021
Q1 | $310K | Sell |
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|
2020
Q4 | $268K | Sell |
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|
2020
Q3 | $200K | Hold |
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|
2020
Q2 | $278K | Hold |
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|
2020
Q1 | $207K | Sell |
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|
2019
Q4 | $442K | Sell |
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|
2019
Q3 | $416K | Buy |
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|
2019
Q2 | $371K | Hold |
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|
2019
Q1 | $377K | Hold |
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|
2018
Q4 | $341K | Sell |
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|
2018
Q3 | $475K | Sell |
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|
2018
Q2 | $496K | Sell |
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|
2018
Q1 | $433K | Sell |
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|
2017
Q4 | $460K | Hold |
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|
2017
Q3 | $417K | Hold |
|
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|
2017
Q2 | $376K | Sell |
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|
2017
Q1 | $366K | Hold |
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|
2016
Q4 | $399K | Buy |
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|
2016
Q3 | $356K | Buy |
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|
2016
Q2 | $336K | Buy |
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|
2016
Q1 | $330K | Sell |
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|
2015
Q4 | $353K | Sell |
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|
2015
Q3 | $392K | Hold |
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|
2015
Q2 | $411K | Sell |
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|
2015
Q1 | $405K | Sell |
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|
2014
Q4 | $373K | Buy |
|