Patton Albertson Miller Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,698
| Closed | -$210K | – | 219 |
|
|
2025
Q1 | $210K | Buy |
+1,698
| New | +$210K | 0.03% | 203 |
|
|
2024
Q4 | – | Sell |
-1,728
| Closed | -$227K | – | 229 |
|
|
2024
Q3 | $227K | Sell |
1,728
-5
| -0.3% | -$657 | 0.03% | 203 |
|
|
2024
Q2 | $245K | Buy |
1,733
+76
| +5% | +$10.7K | 0.03% | 187 |
|
|
2024
Q1 | $271K | Sell |
1,657
-205
| -11% | -$33.5K | 0.04% | 179 |
|
|
2023
Q4 | $248K | Buy |
1,862
+182
| +11% | +$24.2K | 0.04% | 187 |
|
|
2023
Q3 | $202K | Buy |
+1,680
| New | +$202K | 0.04% | 201 |
|
|
2018
Q4 | – | Sell |
-325
| Closed | -$31K | – | 231 |
|
|
2018
Q3 | $31K | Buy |
+325
| New | +$31K | 0.02% | 199 |
|
|
2014
Q4 | – | Sell |
-3,891
| Closed | -$320K | – | 153 |
|
|
2014
Q3 | $320K | Sell |
3,891
-810
| -17% | -$66.6K | 0.17% | 135 |
|
|
2014
Q2 | $383K | Sell |
4,701
-449
| -9% | -$36.6K | 0.19% | 127 |
|
|
2014
Q1 | $397K | Sell |
5,150
-334
| -6% | -$25.7K | 0.21% | 107 |
|
|
2013
Q4 | $423K | Sell |
5,484
-955
| -15% | -$73.7K | 0.25% | 94 |
|
|
2013
Q3 | $372K | Sell |
6,439
-187
| -3% | -$10.8K | 0.22% | 93 |
|
|
2013
Q2 | $390K | Buy |
+6,626
| New | +$390K | 0.24% | 87 |
|