AWM
Activest Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.76K | Sell |
65
-33
| -34% | -$3.94K | ﹤0.01% | 478 |
|
|
2025
Q1 | $12.1K | Buy |
+98
| New | +$12.1K | ﹤0.01% | 368 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 1113 |
|
|
2022
Q3 | – | Sell |
-28
| Closed | -$2K | – | 578 |
|
|
2022
Q2 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 336 |
|