Navellier & Associates’s Phillips 66 PSX Stock Holding History

Navellier & Associates’s Portfolio PSX Stock Details PSX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.41M	Buy	45,313 +35	+0.1%	+$4.18K	0.67%	42
2025 Q1	$4.84M	Sell	45,278 -7,552	-14%	-$807K	0.67%	41
2024 Q4	$6.02M	Buy	52,830 +5,071	+11%	+$578K	0.72%	33
2024 Q3	$6.28M	Sell	47,759 -37,508	-44%	-$4.93M	0.85%	23
2024 Q2	$12M	Buy	85,267 +2,308	+3%	+$326K	1.41%	12
2024 Q1	$13.6M	Sell	82,959 -2,856	-3%	-$467K	1.67%	10
2023 Q4	$11.4M	Buy	85,815 +1,728	+2%	+$230K	1.71%	10
2023 Q3	$10.1M	Sell	84,087 -8,569	-9%	-$1.03M	1.73%	7
2023 Q2	$8.84M	Sell	92,656 -124	-0.1%	-$11.8K	1.72%	5
2023 Q1	$9.41M	Sell	92,780 -1,228	-1%	-$124K	1.98%	5
2022 Q4	$9.78M	Buy	94,008 +37,246	+66%	+$3.88M	1.99%	9
2022 Q3	$4.58M	Sell	56,762 -766	-1%	-$61.8K	1.02%	26
2022 Q2	$4.72M	Buy	57,528 +2,672	+5%	+$219K	1.01%	28
2022 Q1	$4.74M	Buy	54,856 +51,256	+1,424%	+$4.43M	0.81%	38
2021 Q4	$261K	Sell	3,600 -200	-5%	-$14.5K	0.04%	278
2021 Q3	$266K	Buy	+3,800	New	+$266K	0.04%	275
2020 Q2	–	Sell	-8,832	Closed	-$474K	–	270
2020 Q1	$474K	Buy	8,832 +42	+0.5%	+$2.25K	0.11%	139
2019 Q4	$979K	Sell	8,790 -483	-5%	-$53.8K	0.16%	134
2019 Q3	$950K	Sell	9,273 -8,364	-47%	-$857K	0.16%	133
2019 Q2	$1.65M	Buy	17,637 +533	+3%	+$49.9K	0.26%	106
2019 Q1	$1.63M	Buy	17,104 +2,282	+15%	+$217K	0.25%	105
2018 Q4	$1.28M	Sell	14,822 -26,791	-64%	-$2.31M	0.22%	96
2018 Q3	$4.69M	Buy	41,613 +1,601	+4%	+$180K	0.61%	44
2018 Q2	$4.49M	Buy	40,012 +37,647	+1,592%	+$4.23M	0.63%	38
2018 Q1	$227K	Sell	2,365 -500	-17%	-$48K	0.03%	260
2017 Q4	$290K	Sell	2,865 -8,700	-75%	-$881K	0.05%	231
2017 Q3	$1.06M	Sell	11,565 -3,500	-23%	-$320K	0.21%	96
2017 Q2	$1.25M	Sell	15,065 -535	-3%	-$44.2K	0.19%	128
2017 Q1	$1.24M	Sell	15,600 -500	-3%	-$39.6K	0.18%	126
2016 Q4	$1.39M	Sell	16,100 -800	-5%	-$69.1K	0.23%	117
2016 Q3	$1.36M	Buy	+16,900	New	+$1.36M	0.19%	112