Ramirez Asset Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
22,562
+13,000
| +136% | +$1.55M | 0.41% | 79 |
|
|
2025
Q1 | $1.18M | Hold |
9,562
| – | – | 0.25% | 114 |
|
|
2024
Q4 | $1.09M | Hold |
9,562
| – | – | 0.22% | 121 |
|
|
2024
Q3 | $1.26M | Hold |
9,562
| – | – | 0.24% | 115 |
|
|
2024
Q2 | $1.35M | Hold |
9,562
| – | – | 0.27% | 105 |
|
|
2024
Q1 | $1.56M | Hold |
9,562
| – | – | 0.32% | 102 |
|
|
2023
Q4 | $1.27M | Buy |
9,562
+2,188
| +30% | +$291K | 0.26% | 112 |
|
|
2023
Q3 | $886K | Buy |
+7,374
| New | +$886K | 0.19% | 135 |
|