AWM
Atticus Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
2,490
+2,330
| +1,456% | +$278K | 0.08% | 130 |
|
|
2025
Q1 | $19.8K | Hold |
160
| – | – | 0.01% | 319 |
|
|
2024
Q4 | $18.2K | Hold |
160
| – | – | 0.01% | 336 |
|
|
2024
Q3 | $21K | Hold |
160
| – | – | 0.01% | 326 |
|
|
2024
Q2 | $22.6K | Hold |
160
| – | – | 0.01% | 300 |
|
|
2024
Q1 | $26.1K | Hold |
160
| – | – | 0.01% | 299 |
|
|
2023
Q4 | $21.3K | Hold |
160
| – | – | 0.01% | 325 |
|
|
2023
Q3 | $19.2K | Hold |
160
| – | – | 0.01% | 337 |
|
|
2023
Q2 | $15.3K | Hold |
160
| – | – | 0.01% | 362 |
|
|
2023
Q1 | $16.2K | Hold |
160
| – | – | 0.01% | 336 |
|
|
2022
Q4 | $16.7K | Sell |
160
-77
| -32% | -$8.01K | 0.01% | 346 |
|
|
2022
Q3 | $19K | Hold |
237
| – | – | 0.01% | 319 |
|
|
2022
Q2 | $19K | Hold |
237
| – | – | 0.01% | 348 |
|
|
2022
Q1 | $20K | Buy |
237
+77
| +48% | +$6.5K | 0.01% | 339 |
|
|
2021
Q4 | $12K | Buy |
+160
| New | +$12K | ﹤0.01% | 350 |
|