Capital Advantage, Inc.'s ownership history for PSX

Capital Advantage, Inc. currently holds 2.5K shares with a market value of $328.0K. 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 $345.6K on 2025-09-30. At its lowest, it held 2.5K shares on 2025-09-30, with a value of $317.1K on 2024-12-31. In the recent 180 days, Capital Advantage, Inc. has decreased its shares by 246. In the recent year, Capital Advantage, Inc. has decreased its shares by 241.