LBMC 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
Q3 | $336K | Sell |
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|
2025
Q2 | $297K | Buy |
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|
2025
Q1 | $307K | Buy |
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|
2024
Q4 | $272K | Buy |
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|
2024
Q3 | $313K | Buy |
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|
2024
Q2 | $336K | Buy |
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $367K | Buy |
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|
2023
Q3 | $319K | Buy |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | $279K | Buy |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $238K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $236K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $227K | Buy |
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|
2019
Q3 | $209K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $204K | Sell |
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|
2018
Q3 | $294K | Buy |
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|
2018
Q2 | $293K | Buy |
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