AEPWM
Atlantic Edge Private Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.1K | Hold |
219
| – | – | 0.01% | 263 |
|
|
2025
Q1 | $27K | Hold |
219
| – | – | 0.01% | 248 |
|
|
2024
Q4 | $25K | Hold |
219
| – | – | 0.01% | 250 |
|
|
2024
Q3 | $28.8K | Buy |
219
+159
| +265% | +$20.9K | 0.01% | 237 |
|
|
2024
Q2 | $8.47K | Hold |
60
| – | – | ﹤0.01% | 331 |
|
|
2024
Q1 | $9.8K | Hold |
60
| – | – | ﹤0.01% | 320 |
|
|
2023
Q4 | $7.99K | Buy |
+60
| New | +$7.99K | ﹤0.01% | 315 |
|