Mountain Capital 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 | – | Sell |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $2.14M | Sell |
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|
2023
Q1 | $2.72M | Buy |
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|
2022
Q4 | $2.45M | Buy |
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|
2022
Q3 | $1.59M | Buy |
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|
2022
Q2 | $1.23M | Sell |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $511K | Buy |
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|
2021
Q2 | $481K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $137K | Sell |
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|
2017
Q2 | $127K | Buy |
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