NAAA
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New Age Alpha Advisors’s Phillips 66 PSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.59M Sell
21,694
-14,326
-40% -$1.71M 0.11% 268
2025
Q1
$4.45M Buy
36,020
+27,400
+318% +$3.38M 0.2% 148
2024
Q4
$982K Buy
+8,620
New +$982K 0.04% 457