Abound 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 | $7.78K | Hold |
65
| – | – | ﹤0.01% | 489 |
|
|
2025
Q1 | $8.05K | Sell |
65
-16
| -20% | -$1.98K | ﹤0.01% | 438 |
|
|
2024
Q4 | $9.19K | Sell |
81
-24
| -23% | -$2.72K | ﹤0.01% | 398 |
|
|
2024
Q3 | $13.8K | Buy |
105
+14
| +15% | +$1.83K | ﹤0.01% | 362 |
|
|
2024
Q2 | $12.8K | Sell |
91
-5
| -5% | -$703 | ﹤0.01% | 328 |
|
|
2024
Q1 | $15.6K | Buy |
96
+4
| +4% | +$652 | 0.01% | 294 |
|
|
2023
Q4 | $12.3K | Sell |
92
-8
| -8% | -$1.07K | ﹤0.01% | 340 |
|
|
2023
Q3 | $12.1K | Buy |
100
+33
| +49% | +$3.98K | 0.01% | 301 |
|
|
2023
Q2 | $6.41K | Buy |
67
+9
| +16% | +$861 | ﹤0.01% | 433 |
|
|
2023
Q1 | $5.9K | Hold |
58
| – | – | ﹤0.01% | 367 |
|
|
2022
Q4 | $6.06K | Buy |
58
+16
| +38% | +$1.67K | ﹤0.01% | 325 |
|
|
2022
Q3 | $3.41K | Buy |
+42
| New | +$3.41K | ﹤0.01% | 415 |
|