KLR 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
2024
Q1
$604K Sell
2023
Q4
$594K Buy
2023
Q3
$410K Sell
2023
Q2
$424K Buy
2023
Q1
$434K Sell
2022
Q4
$538K Buy