MSH Capital 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 | $458K | Sell |
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|
2025
Q2 | $408K | Sell |
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|
2025
Q1 | $427K | Buy |
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|
2024
Q4 | $382K | Hold |
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|
2024
Q3 | $441K | Buy |
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|
2024
Q2 | $470K | Hold |
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|
2024
Q1 | $543K | Buy |
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|
2023
Q4 | $431K | Buy |
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|
2023
Q3 | $358K | Sell |
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|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $332K | Buy |
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|
2022
Q4 | $328K | Sell |
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|
2022
Q3 | $258K | Hold |
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|
2022
Q2 | $262K | Hold |
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|
2022
Q1 | $276K | Sell |
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|
2021
Q4 | $261K | Buy |
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