APWM
Atlas Private Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.31M | Buy |
14,171
+1,725
| +14% | +$282K | 0.97% | 34 |
|
|
2023
Q4 | $1.66M | Buy |
12,446
+373
| +3% | +$49.7K | 0.78% | 46 |
|
|
2023
Q3 | $1.45M | Buy |
12,073
+317
| +3% | +$38.1K | 0.78% | 46 |
|
|
2023
Q2 | $1.12M | Buy |
11,756
+1,853
| +19% | +$177K | 0.59% | 62 |
|
|
2023
Q1 | $1M | Buy |
9,903
+721
| +8% | +$73.1K | 0.6% | 57 |
|
|
2022
Q4 | $956K | Buy |
9,182
+1,105
| +14% | +$115K | 0.44% | 52 |
|
|
2022
Q3 | $652K | Buy |
8,077
+1,436
| +22% | +$116K | 0.47% | 66 |
|
|
2022
Q2 | $545K | Sell |
6,641
-57
| -0.9% | -$4.68K | 0.37% | 81 |
|
|
2022
Q1 | $579K | Buy |
6,698
+767
| +13% | +$66.3K | 0.34% | 88 |
|
|
2021
Q4 | $430K | Sell |
5,931
-217
| -4% | -$15.7K | 0.24% | 100 |
|
|
2021
Q3 | $431K | Buy |
6,148
+1,398
| +29% | +$98K | 0.26% | 90 |
|
|
2021
Q2 | $408K | Buy |
4,750
+837
| +21% | +$71.9K | 0.25% | 96 |
|
|
2021
Q1 | $319K | Buy |
3,913
+403
| +11% | +$32.9K | 0.2% | 98 |
|
|
2020
Q4 | $245K | Buy |
3,510
+211
| +6% | +$14.7K | 0.17% | 106 |
|
|
2020
Q3 | $171K | Buy |
3,299
+810
| +33% | +$42K | 0.13% | 113 |
|
|
2020
Q2 | $179K | Buy |
2,489
+1
| +0% | +$72 | 0.14% | 112 |
|
|
2020
Q1 | $133K | Buy |
2,488
+147
| +6% | +$7.86K | 0.12% | 129 |
|
|
2019
Q4 | $261K | Buy |
+2,341
| New | +$261K | 0.2% | 107 |
|