SRH Advisors’s Phillips 66 PSX Stock Holding History

SRH Advisors’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$35.7K	Hold	299	–	–	0.01%	144
2025 Q1	$36.9K	Hold	299	–	–	0.01%	139
2024 Q4	$34.1K	Hold	299	–	–	0.01%	141
2024 Q3	$39.3K	Hold	299	–	–	0.01%	133
2024 Q2	$42.2K	Sell	299 -39	-12%	-$5.51K	0.01%	129
2024 Q1	$55.2K	Buy	338 +39	+13%	+$6.37K	0.02%	119
2023 Q4	$39.8K	Hold	299	–	–	0.01%	137
2023 Q3	$35.9K	Hold	299	–	–	0.02%	135
2023 Q2	$30.3K	Hold	299	–	–	0.02%	139
2023 Q1	$30K	Hold	299	–	–	0.02%	140
2022 Q4	$31K	Hold	299	–	–	0.02%	138
2022 Q3	$24K	Hold	299	–	–	0.03%	157
2022 Q2	$25K	Hold	299	–	–	0.03%	151
2022 Q1	$26K	Sell	299 -125	-29%	-$10.9K	0.03%	154
2021 Q4	$31K	Hold	424	–	–	0.04%	149
2021 Q3	$30K	Buy	424 +150	+55%	+$10.6K	0.04%	149
2021 Q2	$24K	Hold	274	–	–	0.03%	160
2021 Q1	$22K	Hold	274	–	–	0.03%	157
2020 Q4	$19K	Sell	274 -125	-31%	-$8.67K	0.03%	163
2020 Q3	$21K	Sell	399 -99	-20%	-$5.21K	0.04%	141
2020 Q2	$36K	Sell	498 -411	-45%	-$29.7K	0.09%	100
2020 Q1	$49K	Hold	909	–	–	0.14%	79
2019 Q4	$101K	Hold	909	–	–	0.32%	55
2019 Q3	$93K	Hold	909	–	–	0.31%	56
2019 Q2	$85K	Hold	909	–	–	0.29%	58
2019 Q1	$87K	Hold	909	–	–	0.31%	60
2018 Q4	$78K	Hold	909	–	–	0.3%	63
2018 Q3	$102K	Hold	909	–	–	0.35%	56
2018 Q2	$102K	Hold	909	–	–	0.38%	57
2018 Q1	$87K	Hold	909	–	–	0.35%	58
2017 Q4	$92K	Hold	909	–	–	0.36%	55
2017 Q3	$83K	Buy	909 +661	+267%	+$60.4K	0.35%	59
2017 Q2	$21K	Hold	248	–	–	0.1%	85
2017 Q1	$20K	Hold	248	–	–	0.09%	84
2016 Q4	$21K	Hold	248	–	–	0.1%	83
2016 Q3	$20K	Hold	248	–	–	0.1%	83
2016 Q2	$20K	Hold	248	–	–	0.11%	82
2016 Q1	$21K	Hold	248	–	–	0.12%	80
2015 Q4	$20K	Hold	248	–	–	0.12%	84
2015 Q3	$19K	Hold	248	–	–	0.11%	82
2015 Q2	$20K	Hold	248	–	–	0.13%	80
2015 Q1	$19K	Hold	248	–	–	0.13%	74
2014 Q4	$18K	Hold	248	–	–	0.12%	78
2014 Q3	$20K	Hold	248	–	–	0.15%	72
2014 Q2	$20K	Hold	248	–	–	0.16%	69
2014 Q1	$19K	Hold	248	–	–	0.15%	70
2013 Q4	$19K	Buy	+248	New	+$19K	0.19%	69