PAI
Pittenger & Anderson Inc’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.4K | Sell |
288
-255
| -47% | -$30.4K | ﹤0.01% | 304 |
|
|
2025
Q1 | $67.1K | Hold |
543
| – | – | ﹤0.01% | 270 |
|
|
2024
Q4 | $61.9K | Buy |
543
+20
| +4% | +$2.28K | ﹤0.01% | 287 |
|
|
2024
Q3 | $68.7K | Sell |
523
-880
| -63% | -$116K | ﹤0.01% | 284 |
|
|
2024
Q2 | $198K | Hold |
1,403
| – | – | 0.01% | 224 |
|
|
2024
Q1 | $229K | Buy |
1,403
+351
| +33% | +$57.3K | 0.01% | 218 |
|
|
2023
Q4 | $140K | Hold |
1,052
| – | – | 0.01% | 241 |
|
|
2023
Q3 | $126K | Sell |
1,052
-36
| -3% | -$4.33K | 0.01% | 224 |
|
|
2023
Q2 | $104K | Sell |
1,088
-5
| -0.5% | -$477 | 0.01% | 245 |
|
|
2023
Q1 | $111K | Hold |
1,093
| – | – | 0.01% | 240 |
|
|
2022
Q4 | $114K | Hold |
1,093
| – | – | 0.01% | 234 |
|
|
2022
Q3 | $88K | Buy |
1,093
+355
| +48% | +$28.6K | 0.01% | 246 |
|
|
2022
Q2 | $61K | Buy |
738
+529
| +253% | +$43.7K | ﹤0.01% | 263 |
|
|
2022
Q1 | $18K | Buy |
209
+41
| +24% | +$3.53K | ﹤0.01% | 325 |
|
|
2021
Q4 | $12K | Hold |
168
| – | – | ﹤0.01% | 340 |
|
|
2021
Q3 | $12K | Buy |
168
+100
| +147% | +$7.14K | ﹤0.01% | 354 |
|
|
2021
Q2 | $6K | Hold |
68
| – | – | ﹤0.01% | 351 |
|
|
2021
Q1 | $6K | Hold |
68
| – | – | ﹤0.01% | 337 |
|
|
2020
Q4 | $5K | Sell |
68
-50
| -42% | -$3.68K | ﹤0.01% | 331 |
|
|
2020
Q3 | $6K | Sell |
118
-150
| -56% | -$7.63K | ﹤0.01% | 320 |
|
|
2020
Q2 | $19K | Sell |
268
-400
| -60% | -$28.4K | ﹤0.01% | 284 |
|
|
2020
Q1 | $36K | Sell |
668
-58,533
| -99% | -$3.15M | ﹤0.01% | 251 |
|
|
2019
Q4 | $6.6M | Sell |
59,201
-380
| -0.6% | -$42.3K | 0.44% | 65 |
|
|
2019
Q3 | $6.1M | Sell |
59,581
-285
| -0.5% | -$29.2K | 0.44% | 66 |
|
|
2019
Q2 | $5.6M | Buy |
59,866
+2,385
| +4% | +$223K | 0.42% | 71 |
|
|
2019
Q1 | $5.47M | Sell |
57,481
-665
| -1% | -$63.3K | 0.43% | 69 |
|
|
2018
Q4 | $5.01M | Buy |
58,146
+6,222
| +12% | +$536K | 0.46% | 60 |
|
|
2018
Q3 | $5.85M | Buy |
51,924
+125
| +0.2% | +$14.1K | 0.46% | 62 |
|
|
2018
Q2 | $5.82M | Sell |
51,799
-750
| -1% | -$84.2K | 0.5% | 58 |
|
|
2018
Q1 | $5.04M | Sell |
52,549
-830
| -2% | -$79.6K | 0.44% | 63 |
|
|
2017
Q4 | $5.4M | Sell |
53,379
-190
| -0.4% | -$19.2K | 0.47% | 59 |
|
|
2017
Q3 | $4.91M | Sell |
53,569
-2,665
| -5% | -$244K | 0.45% | 61 |
|
|
2017
Q2 | $4.65M | Sell |
56,234
-2,925
| -5% | -$242K | 0.44% | 59 |
|
|
2017
Q1 | $4.69M | Sell |
59,159
-3,925
| -6% | -$311K | 0.47% | 55 |
|
|
2016
Q4 | $5.45M | Sell |
63,084
-2,250
| -3% | -$194K | 0.58% | 39 |
|
|
2016
Q3 | $5.26M | Sell |
65,334
-7,686
| -11% | -$619K | 0.58% | 44 |
|
|
2016
Q2 | $5.79M | Buy |
73,020
+260
| +0.4% | +$20.6K | 0.64% | 35 |
|
|
2016
Q1 | $6.3M | Buy |
72,760
+633
| +0.9% | +$54.8K | 0.73% | 19 |
|
|
2015
Q4 | $5.9M | Buy |
72,127
+2,060
| +3% | +$169K | 0.74% | 18 |
|
|
2015
Q3 | $5.38M | Buy |
70,067
+12,181
| +21% | +$936K | 0.71% | 17 |
|
|
2015
Q2 | $4.66M | Buy |
57,886
+1,720
| +3% | +$139K | 0.6% | 31 |
|
|
2015
Q1 | $4.42M | Buy |
56,166
+70
| +0.1% | +$5.5K | 0.57% | 37 |
|
|
2014
Q4 | $4.02M | Buy |
56,096
+4,895
| +10% | +$351K | 0.53% | 42 |
|
|
2014
Q3 | $4.16M | Hold |
51,201
| – | – | 0.61% | 29 |
|
|
2014
Q2 | $4.12M | Sell |
51,201
-298
| -0.6% | -$24K | 0.61% | 29 |
|
|
2014
Q1 | $3.97M | Sell |
51,499
-2,772
| -5% | -$214K | 0.55% | 31 |
|
|
2013
Q4 | $4.19M | Buy |
54,271
+2,919
| +6% | +$225K | 0.59% | 25 |
|
|
2013
Q3 | $2.97M | Buy |
51,352
+1,800
| +4% | +$104K | 0.47% | 40 |
|
|
2013
Q2 | $2.92M | Buy |
+49,552
| New | +$2.92M | 0.5% | 41 |
|