AWM
Apollon Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
15,126
+652
| +5% | +$77.8K | 0.04% | 377 |
|
|
2025
Q1 | $1.79M | Buy |
14,474
+608
| +4% | +$75.1K | 0.04% | 358 |
|
|
2024
Q4 | $1.58M | Buy |
13,866
+2,697
| +24% | +$307K | 0.04% | 391 |
|
|
2024
Q3 | $1.47M | Sell |
11,169
-1,608
| -13% | -$211K | 0.04% | 374 |
|
|
2024
Q2 | $1.8M | Buy |
12,777
+1,249
| +11% | +$176K | 0.05% | 316 |
|
|
2024
Q1 | $1.88M | Buy |
11,528
+1,028
| +10% | +$168K | 0.06% | 303 |
|
|
2023
Q4 | $1.4M | Buy |
10,500
+2,028
| +24% | +$270K | 0.05% | 350 |
|
|
2023
Q3 | $1.02M | Sell |
8,472
-592
| -7% | -$71.1K | 0.05% | 358 |
|
|
2023
Q2 | $865K | Sell |
9,064
-744
| -8% | -$71K | 0.04% | 432 |
|
|
2023
Q1 | $994K | Buy |
9,808
+55
| +0.6% | +$5.58K | 0.06% | 327 |
|
|
2022
Q4 | $1.02M | Sell |
9,753
-1,086
| -10% | -$113K | 0.07% | 290 |
|
|
2022
Q3 | $875K | Sell |
10,839
-406
| -4% | -$32.8K | 0.07% | 291 |
|
|
2022
Q2 | $922K | Sell |
11,245
-2,186
| -16% | -$179K | 0.08% | 283 |
|
|
2022
Q1 | $1.16M | Sell |
13,431
-349
| -3% | -$30.1K | 0.08% | 251 |
|
|
2021
Q4 | $999K | Buy |
13,780
+8,668
| +170% | +$628K | 0.07% | 280 |
|
|
2021
Q3 | $358K | Buy |
+5,112
| New | +$358K | 0.05% | 315 |
|
|
2020
Q3 | – | Sell |
-11
| Closed | -$1K | – | 556 |
|
|
2020
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 708 |
|