Prime Capital Investment 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
Q3 | $2.5M | Sell |
|
|||||
|
2025
Q2 | $2.32M | Sell |
|
|||||
|
2025
Q1 | $3.08M | Buy |
|
|||||
|
2024
Q4 | $2.7M | Buy |
|
|||||
|
2024
Q3 | $3.08M | Sell |
|
|||||
|
2024
Q2 | $3.33M | Sell |
|
|||||
|
2024
Q1 | $3.95M | Buy |
|
|||||
|
2023
Q4 | $3.09M | Buy |
|
|||||
|
2023
Q3 | $2.1M | Sell |
|
|||||
|
2023
Q2 | $1.73M | Buy |
|
|||||
|
2023
Q1 | $1.26M | Sell |
|
|||||
|
2022
Q4 | $5.13M | Buy |
|
|||||
|
2022
Q3 | $3.16M | Buy |
|
|||||
|
2022
Q2 | $2.66M | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $276K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $118K | Sell |
|
|||||
|
2020
Q1 | $114K | Sell |
|
|||||
|
2019
Q4 | $253K | Buy |
|
|||||
|
2019
Q3 | $218K | Buy |
|
|||||
|
2019
Q2 | $190K | Buy |
|
|||||
|
2019
Q1 | $133K | Buy |
|
|||||
|
2018
Q4 | $115K | Sell |
|
|||||
|
2018
Q3 | $195K | Buy |
|
|||||
|
2018
Q2 | $162K | Sell |
|
|||||
|
2018
Q1 | $153K | Hold |
|
|||||
|
2017
Q4 | $162K | Buy |
|