AWM
Aries Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Hold |
2,973
| – | – | 0.09% | 162 |
|
|
2025
Q1 | $367K | Hold |
2,973
| – | – | 0.1% | 164 |
|
|
2024
Q4 | $339K | Hold |
2,973
| – | – | 0.09% | 169 |
|
|
2024
Q3 | $391K | Sell |
2,973
-110
| -4% | -$14.5K | 0.11% | 157 |
|
|
2024
Q2 | $435K | Hold |
3,083
| – | – | 0.14% | 129 |
|
|
2024
Q1 | $504K | Buy |
3,083
+120
| +4% | +$19.6K | 0.16% | 126 |
|
|
2023
Q4 | $394K | Buy |
2,963
+425
| +17% | +$56.6K | 0.14% | 133 |
|
|
2023
Q3 | $284K | Buy |
2,538
+120
| +5% | +$13.4K | 0.11% | 159 |
|
|
2023
Q2 | $231K | Buy |
2,418
+15
| +0.6% | +$1.43K | 0.09% | 172 |
|
|
2023
Q1 | $244K | Hold |
2,403
| – | – | 0.1% | 169 |
|
|
2022
Q4 | $250K | Hold |
2,403
| – | – | 0.11% | 162 |
|
|
2022
Q3 | $251K | Sell |
2,403
-465
| -16% | -$48.6K | 0.11% | 155 |
|
|
2022
Q2 | $235K | Buy |
+2,868
| New | +$235K | 0.11% | 150 |
|
|
2022
Q1 | – | Sell |
-2,773
| Closed | -$201K | – | 183 |
|
|
2021
Q4 | $201K | Buy |
+2,773
| New | +$201K | 0.08% | 182 |
|
|
2021
Q3 | – | Sell |
-2,795
| Closed | -$240K | – | 184 |
|
|
2021
Q2 | $240K | Sell |
2,795
-65
| -2% | -$5.58K | 0.1% | 156 |
|
|
2021
Q1 | $227K | Sell |
2,860
-20
| -0.7% | -$1.59K | 0.1% | 159 |
|
|
2020
Q4 | $204K | Buy |
+2,880
| New | +$204K | 0.1% | 155 |
|
|
2020
Q3 | – | Sell |
-3,791
| Closed | -$273K | – | 153 |
|
|
2020
Q2 | $273K | Buy |
+3,791
| New | +$273K | 0.17% | 113 |
|
|
2020
Q1 | – | Sell |
-3,585
| Closed | -$386K | – | 150 |
|
|
2019
Q4 | $386K | Buy |
3,585
+445
| +14% | +$47.9K | 0.24% | 99 |
|
|
2019
Q3 | $335K | Hold |
3,140
| – | – | 0.22% | 101 |
|
|
2019
Q2 | $304K | Buy |
+3,140
| New | +$304K | 0.21% | 108 |
|