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PCA Investment Advisory Services’s Phillips 66 PSX Stock Holding History

PCA Investment Advisory Services’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-394
Closed -$37.6K – 343
2023
Q2 		$37.6K Buy
+394
New +$38.3K 0.02% 290

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PCA Investment Advisory Services's PSX Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Phillips 66 (PSX) in Q3 2023, closing a stake of 394 shares — an estimated $37.6K sold.

PCA Investment Advisory Services first reported a position in PSX in Q2 2023 and held it in 1 quarter. The position peaked at $37.6K in Q2 2023. 1,661 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Phillips 66 position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 394 Phillips 66 shares in Q3 2023, an estimated $37.6K.
  • PCA Investment Advisory Services first reported a position in Phillips 66 in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Phillips 66 position peaked at $37.6K in Q2 2023.
  • 1,661 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.