AWA
Aaron Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Sell |
3,755
-33
| -0.9% | -$3.94K | 0.05% | 269 |
|
|
2025
Q1 | $468K | Buy |
3,788
+153
| +4% | +$18.9K | 0.05% | 228 |
|
|
2024
Q4 | $414K | Buy |
3,635
+420
| +13% | +$47.9K | 0.05% | 242 |
|
|
2024
Q3 | $423K | Buy |
3,215
+216
| +7% | +$28.4K | 0.05% | 226 |
|
|
2024
Q2 | $423K | Buy |
2,999
+378
| +14% | +$53.4K | 0.06% | 182 |
|
|
2024
Q1 | $428K | Buy |
2,621
+281
| +12% | +$45.9K | 0.06% | 172 |
|
|
2023
Q4 | $312K | Buy |
2,340
+82
| +4% | +$10.9K | 0.05% | 189 |
|
|
2023
Q3 | $271K | Buy |
2,258
+145
| +7% | +$17.4K | 0.04% | 209 |
|
|
2023
Q2 | $202K | Sell |
2,113
-59
| -3% | -$5.63K | 0.03% | 247 |
|
|
2023
Q1 | $220K | Buy |
2,172
+126
| +6% | +$12.8K | 0.03% | 233 |
|
|
2022
Q4 | $213K | Buy |
+2,046
| New | +$213K | 0.03% | 231 |
|
|
2022
Q2 | – | Sell |
-31,445
| Closed | -$364K | – | 678 |
|
|
2022
Q1 | $364K | Buy |
+31,445
| New | +$364K | 0.01% | 606 |
|