1 North Wealth Services’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 | $56.5K | Hold |
474
| – | – | 0.02% | 81 |
|
|
2025
Q1 | $58.5K | Buy |
+474
| New | +$58.5K | 0.03% | 81 |
|
|
2019
Q4 | $53K | Hold |
474
| – | – | 0.03% | 89 |
|
|
2019
Q3 | $49K | Buy |
+474
| New | +$49K | 0.03% | 75 |
|
|
2019
Q1 | $215K | Buy |
2,261
+884
| +64% | +$84.1K | 0.15% | 54 |
|
|
2018
Q4 | $119K | Buy |
+1,377
| New | +$119K | 0.1% | 60 |
|