OneAscent Financial Services’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 | $382K | Sell |
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|
2025
Q2 | $373K | Sell |
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|
2025
Q1 | $726K | Buy |
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|
2024
Q4 | $312K | Buy |
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|
2024
Q3 | $359K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $791K | Sell |
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|
2023
Q4 | $770K | Buy |
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|
2023
Q3 | $384K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $290K | Sell |
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|
2022
Q4 | $356K | Sell |
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|
2022
Q3 | $313K | Sell |
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|
2022
Q2 | $377K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $638K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $572K | Buy |
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