MeadowBrook Investment Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-137
| Closed | -$16.9K | – | 283 |
|
|
2025
Q1 | $16.9K | Hold |
137
| – | – | 0.02% | 229 |
|
|
2024
Q4 | $15.6K | Hold |
137
| – | – | 0.01% | 235 |
|
|
2024
Q3 | $18K | Hold |
137
| – | – | 0.02% | 224 |
|
|
2024
Q2 | $19.3K | Hold |
137
| – | – | 0.02% | 213 |
|
|
2024
Q1 | $22.4K | Hold |
137
| – | – | 0.02% | 210 |
|
|
2023
Q4 | $18.2K | Buy |
+137
| New | +$18.2K | 0.02% | 222 |
|