49 Wealth Management’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 | $1.03M | Buy |
8,639
+4,368
| +102% | +$521K | 0.11% | 55 |
|
|
2025
Q1 | $527K | Buy |
4,271
+11
| +0.3% | +$1.36K | 0.06% | 92 |
|
|
2024
Q4 | $485K | Buy |
4,260
+46
| +1% | +$5.24K | 0.07% | 85 |
|
|
2024
Q3 | $554K | Buy |
4,214
+425
| +11% | +$55.9K | 0.09% | 77 |
|
|
2024
Q2 | $534K | Sell |
3,789
-51
| -1% | -$7.19K | 0.11% | 81 |
|
|
2024
Q1 | $627K | Buy |
3,840
+52
| +1% | +$8.49K | 0.13% | 48 |
|
|
2023
Q4 | $504K | Buy |
+3,788
| New | +$504K | 0.13% | 54 |
|