McIntyre, Freedman & Flynn Investment Advisers’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 | $349K | Sell |
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|
2025
Q1 | $365K | Hold |
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|
2024
Q4 | $337K | Hold |
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|
2024
Q3 | $389K | Hold |
|
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|
2024
Q2 | $418K | Hold |
|
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|
2024
Q1 | $483K | Sell |
|
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|
2023
Q4 | $398K | Hold |
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|
2023
Q3 | $359K | Hold |
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|
2023
Q2 | $285K | Hold |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $314K | Buy |
|