Patton Albertson Miller Group’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
Q2 | – | Sell |
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|
2025
Q1 | $210K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $227K | Sell |
|
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|
2024
Q2 | $245K | Buy |
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|
2024
Q1 | $271K | Sell |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q3 | $202K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $31K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $320K | Sell |
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|
2014
Q2 | $383K | Sell |
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|
2014
Q1 | $397K | Sell |
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|
2013
Q4 | $423K | Sell |
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|
2013
Q3 | $372K | Sell |
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|
2013
Q2 | $390K | Buy |
|