PFG Investments’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
$2.14M Sell
2025
Q2
$1.9M Buy
2025
Q1
$1.93M Buy
2024
Q4
$1.74M Buy
2024
Q3
$1.91M Sell
2024
Q2
$2.14M Buy
2024
Q1
$2.32M Buy
2023
Q4
$395K Sell
2023
Q3
$420K Sell
2023
Q2
$356K Sell
2023
Q1
$389K Buy