Capital Advantage, Inc.'s ownership history for PSX

Capital Advantage, Inc. currently holds 2.4K shares with a market value of $444.0K. It started holding PSX on 2024-12-31. At its peak, it held 2.8K shares on 2025-06-30. Its highest holding value was $444.0K on 2026-03-31. At its lowest, it held 2.4K shares on 2026-03-31, with a value of $317.1K on 2024-12-31. In the recent 180 days, Capital Advantage, Inc. has decreased its shares by 104. In the recent year, Capital Advantage, Inc. has decreased its shares by 346.