Sovereign 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 | $5.73M | Hold |
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|
2025
Q2 | $5.03M | Hold |
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|
2025
Q1 | $6.88M | Hold |
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|
2024
Q4 | $4.8M | Hold |
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|
2024
Q3 | $5.54M | Hold |
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|
2024
Q2 | $5.61M | Hold |
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|
2024
Q1 | $6.88M | Hold |
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|
2023
Q4 | $5.61M | Hold |
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|
2023
Q3 | $5.06M | Hold |
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|
2023
Q2 | $4.02M | Hold |
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|
2023
Q1 | $4.27M | Hold |
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|
2022
Q4 | $4.38M | Hold |
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|
2022
Q3 | $3.4M | Hold |
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|
2022
Q2 | $3.45M | Hold |
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|
2022
Q1 | $3.64M | Buy |
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