Sovereign Investment Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.03M | Hold |
42,129
| – | – | 1.38% | 21 |
|
|
2025
Q1 | $6.88M | Hold |
42,129
| – | – | 2.4% | 16 |
|
|
2024
Q4 | $4.8M | Hold |
42,129
| – | – | 1.43% | 20 |
|
|
2024
Q3 | $5.54M | Hold |
42,129
| – | – | 1.82% | 19 |
|
|
2024
Q2 | $5.61M | Hold |
42,129
| – | – | 2.09% | 17 |
|
|
2024
Q1 | $6.88M | Hold |
42,129
| – | – | 2.37% | 16 |
|
|
2023
Q4 | $5.61M | Hold |
42,129
| – | – | 2.09% | 17 |
|
|
2023
Q3 | $5.06M | Hold |
42,129
| – | – | 1.98% | 17 |
|
|
2023
Q2 | $4.02M | Hold |
42,129
| – | – | 1.52% | 22 |
|
|
2023
Q1 | $4.27M | Hold |
42,129
| – | – | 1.69% | 20 |
|
|
2022
Q4 | $4.38M | Hold |
42,129
| – | – | 1.84% | 20 |
|
|
2022
Q3 | $3.4M | Hold |
42,129
| – | – | 1.52% | 21 |
|
|
2022
Q2 | $3.45M | Hold |
42,129
| – | – | 1.5% | 21 |
|
|
2022
Q1 | $3.64M | Buy |
+42,129
| New | +$3.64M | 1.43% | 18 |
|