PFG Advisors’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 | $334K | Sell |
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|
2025
Q1 | $366K | Buy |
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|
2024
Q4 | $271K | Sell |
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|
2024
Q3 | $368K | Sell |
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|
2024
Q2 | $491K | Sell |
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|
2024
Q1 | $617K | Buy |
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|
2023
Q4 | $479K | Sell |
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|
2023
Q3 | $468K | Sell |
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|
2023
Q2 | $456K | Sell |
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|
2023
Q1 | $526K | Sell |
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|
2022
Q4 | $544K | Sell |
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|
2022
Q3 | $423K | Buy |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | $295K | Sell |
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|
2021
Q4 | $302K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $249K | Hold |
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|
2021
Q1 | $236K | Buy |
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