MFFIA
McIntyre, Freedman & Flynn Investment Advisers’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
2,925
-33
| -1% | -$3.94K | 0.25% | 51 |
|
|
2025
Q1 | $365K | Hold |
2,958
| – | – | 0.27% | 52 |
|
|
2024
Q4 | $337K | Hold |
2,958
| – | – | 0.25% | 53 |
|
|
2024
Q3 | $389K | Hold |
2,958
| – | – | 0.28% | 51 |
|
|
2024
Q2 | $418K | Hold |
2,958
| – | – | 0.3% | 51 |
|
|
2024
Q1 | $483K | Sell |
2,958
-33
| -1% | -$5.39K | 0.35% | 49 |
|
|
2023
Q4 | $398K | Hold |
2,991
| – | – | 0.32% | 51 |
|
|
2023
Q3 | $359K | Hold |
2,991
| – | – | 0.3% | 53 |
|
|
2023
Q2 | $285K | Hold |
2,991
| – | – | 0.24% | 51 |
|
|
2023
Q1 | $303K | Sell |
2,991
-25
| -0.8% | -$2.54K | 0.26% | 52 |
|
|
2022
Q4 | $314K | Buy |
+3,016
| New | +$314K | 0.26% | 53 |
|