Sterling Investment Advisors (Pennsylvania)’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
Q2 | $261K | Sell |
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2025
Q1 | $321K | Buy |
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2024
Q4 | $269K | Hold |
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2024
Q3 | $311K | Buy |
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2024
Q2 | $310K | Hold |
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2024
Q1 | $358K | Hold |
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2023
Q4 | $292K | Buy |
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2023
Q3 | $257K | Hold |
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2023
Q2 | $204K | Hold |
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2023
Q1 | $217K | Sell |
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2022
Q4 | $231K | Sell |
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2022
Q3 | $200K | Buy |
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2022
Q2 | $188K | Buy |
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2022
Q1 | $136K | Buy |
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2021
Q4 | $96K | Hold |
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2021
Q3 | $93K | Hold |
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2021
Q2 | $114K | Sell |
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2021
Q1 | $113K | Buy |
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2020
Q4 | $89K | Hold |
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2020
Q3 | $66K | Hold |
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2020
Q2 | $91K | Buy |
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2020
Q1 | $57K | Sell |
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2019
Q4 | $141K | Hold |
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2019
Q3 | $130K | Hold |
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2019
Q2 | $119K | Hold |
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2019
Q1 | $121K | Sell |
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2018
Q4 | $116K | Hold |
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2018
Q3 | $153K | Hold |
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2018
Q2 | $152K | Hold |
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2018
Q1 | $130K | Sell |
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2017
Q4 | $157K | Hold |
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2017
Q3 | $142K | Sell |
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2017
Q2 | $167K | Hold |
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2017
Q1 | $160K | Hold |
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2016
Q4 | $174K | Buy |
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