180 Wealth Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,577
| Closed | -$216K | – | 456 |
|
|
2024
Q2 | $216K | Sell |
1,577
-406
| -20% | -$55.6K | 0.04% | 388 |
|
|
2024
Q1 | $324K | Sell |
1,983
-132
| -6% | -$21.6K | 0.06% | 282 |
|
|
2023
Q4 | $284K | Buy |
2,115
+321
| +18% | +$43.1K | 0.06% | 291 |
|
|
2023
Q3 | $216K | Buy |
+1,794
| New | +$216K | 0.05% | 317 |
|