World 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
$1.61M Buy
2025
Q2
$1.34M Buy
2025
Q1
$998K Buy
2024
Q4
$877K Buy
2024
Q3
$796K Buy
2021
Q3
Sell
2021
Q2
$239K Buy
2021
Q1
$234K Sell
2020
Q4
$224K Buy