Vista Investment Partners’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
$435K Buy
2025
Q2
$377K Hold
2025
Q1
$390K Hold
2024
Q4
$360K Buy
2024
Q3
$383K Hold
2024
Q2
$411K Sell
2024
Q1
$1.36M Buy
2023
Q4
$926K Buy