World Investment Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
11,271
+3,192
| +40% | +$381K | 0.03% | 453 |
|
|
2025
Q1 | $998K | Buy |
8,079
+385
| +5% | +$47.5K | 0.03% | 508 |
|
|
2024
Q4 | $877K | Buy |
7,694
+1,640
| +27% | +$187K | 0.02% | 507 |
|
|
2024
Q3 | $796K | Buy |
+6,054
| New | +$796K | 0.03% | 475 |
|
|
2021
Q3 | – | Sell |
-2,781
| Closed | -$239K | – | 264 |
|
|
2021
Q2 | $239K | Buy |
2,781
+10
| +0.4% | +$859 | 0.05% | 218 |
|
|
2021
Q1 | $234K | Sell |
2,771
-127
| -4% | -$10.7K | 0.06% | 201 |
|
|
2020
Q4 | $224K | Buy |
+2,898
| New | +$224K | 0.06% | 206 |
|